SBI Securities’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

SBI Securities’s Portfolio MGK Stock Details MGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748K	Sell	8,511 -659	-7%	-$56.2K	0.02%	338
2026 Q1	$674K	Sell	9,170 -350	-4%	-$27.5K	0.02%	339
2025 Q4	$786K	Buy	9,520 +3,980	+72%	+$327K	0.02%	308
2025 Q3	$446K	Sell	5,540 -5,385	-49%	-$413K	0.01%	423
2025 Q2	$800K	Buy	10,925 +755	+7%	+$49.8K	0.02%	296
2025 Q1	$628K	Sell	10,170 -60	-0.6%	-$4.05K	0.02%	311
2024 Q4	$703K	Buy	+10,230	New	+$689K	0.02%	300

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SBI Securities's MGK Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.2% in Q2 2026, selling an estimated $56.2K and leaving 8,511 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #338.

SBI Securities first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

SBI Securities held 8,511 shares of Vanguard Morningstar Mega Cap Growth ETF worth $748K as of Q2 2026.
SBI Securities sold 659 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $56.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #338 holding.
SBI Securities first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard Morningstar Mega Cap Growth ETF position peaked at $800K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.