Schroder Investment Management Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Schroder Investment Management Group’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	$5.61M	Sell	64,922 -36,243	-36%	-$3.09M	﹤0.01%	770
2026 Q1	$7.15M	Hold	101,165	–	–	0.01%	724
2025 Q4	$8.42M	Hold	101,165	–	–	0.01%	661
2025 Q3	$8.1M	Sell	101,165 -10,180	-9%	-$781K	0.01%	699
2025 Q2	$8.11M	Sell	111,345 -9,850	-8%	-$649K	0.01%	678
2025 Q1	$7.48M	Sell	121,195 -8,515	-7%	-$575K	0.01%	685
2024 Q4	$8.99M	Sell	129,710 -82,460	-39%	-$5.55M	0.01%	672
2024 Q3	$13.6M	Buy	212,170 +12,675	+6%	+$791K	0.01%	605
2024 Q2	$12.5M	Buy	+199,495	New	+$11.6M	0.01%	597
2014 Q1	–	Sell	-234,290	Closed	-$3.4M	–	1479
2013 Q4	$3.4M	Sell	234,290 -3,665	-2%	-$50.5K	﹤0.01%	860
2013 Q3	$3.12M	Buy	237,955 +222,595	+1,449%	+$2.85M	0.01%	834
2013 Q2	$186K	Buy	+15,360	New	+$189K	﹤0.01%	1242

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

Schroder Investment Management Group's MGK Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 36% in Q2 2026, selling an estimated $3.09M and leaving 64,922 shares worth $5.61M. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Schroder Investment Management Group first reported a position in MGK in Q2 2013 and has held it in 12 quarters since. The position peaked at $13.6M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Schroder Investment Management Group held 64,922 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.61M as of Q2 2026.
Schroder Investment Management Group sold 36,243 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.09M.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #770 holding.
Schroder Investment Management Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2013 and has held it in 12 quarters since.
Schroder Investment Management Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $13.6M in Q3 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.