Simmons Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Simmons Bank’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	$615K	Hold	7,000	–	–	0.04%	252
2026 Q1	$514K	Hold	7,000	–	–	0.03%	248
2025 Q4	$578K	Hold	7,000	–	–	0.04%	230
2025 Q3	$563K	Hold	7,000	–	–	0.04%	229
2025 Q2	$513K	Hold	7,000	–	–	0.04%	234
2025 Q1	$432K	Hold	7,000	–	–	0.03%	248
2024 Q4	$481K	Sell	7,000 -625	-8%	-$42.1K	0.04%	240
2024 Q3	$491K	Hold	7,625	–	–	0.04%	241
2024 Q2	$479K	Hold	7,625	–	–	0.04%	237
2024 Q1	$437K	Hold	7,625	–	–	0.03%	260
2023 Q4	$396K	Hold	7,625	–	–	0.03%	264
2023 Q3	$346K	Hold	7,625	–	–	0.03%	268
2023 Q2	$359K	Sell	7,625 -1,050	-12%	-$45.2K	0.03%	268
2023 Q1	$355K	Hold	8,675	–	–	0.03%	267
2022 Q4	$299K	Sell	8,675 -600	-6%	-$21.5K	0.03%	291
2022 Q3	$323K	Hold	9,275	–	–	0.03%	281
2022 Q2	$337K	Hold	9,275	–	–	0.03%	286
2022 Q1	$437K	Hold	9,275	–	–	0.03%	279
2021 Q4	$484K	Hold	9,275	–	–	0.03%	287
2021 Q3	$436K	Hold	9,275	–	–	0.03%	293
2021 Q2	$429K	Hold	9,275	–	–	0.03%	292
2021 Q1	$384K	Hold	9,275	–	–	0.03%	291
2020 Q4	$378K	Hold	9,275	–	–	0.03%	288
2020 Q3	$344K	Hold	9,275	–	–	0.03%	287
2020 Q2	$303K	Hold	9,275	–	–	0.03%	300
2020 Q1	$236K	Hold	9,275	–	–	0.02%	310
2019 Q4	$270K	Hold	9,275	–	–	0.02%	310
2019 Q3	$246K	Sell	9,275 -1,550	-14%	-$41K	0.02%	327
2019 Q2	$280K	Sell	10,825 -1,500	-12%	-$38.2K	0.03%	327
2019 Q1	$307K	Hold	12,325	–	–	0.03%	316
2018 Q4	$264K	Hold	12,325	–	–	0.03%	305
2018 Q3	$316K	Hold	12,325	–	–	0.03%	317
2018 Q2	$293K	Hold	12,325	–	–	0.03%	318
2018 Q1	$277K	Hold	12,325	–	–	0.02%	307
2017 Q4	$274K	Hold	12,325	–	–	0.03%	271
2017 Q3	$258K	Sell	12,325 -7,000	-36%	-$144K	0.03%	288
2017 Q2	$387K	Sell	19,325 -1,300	-6%	-$25.7K	0.04%	243
2017 Q1	$395K	Buy	20,625 +75	+0.4%	+$1.39K	0.04%	230
2016 Q4	$358K	Hold	20,550	–	–	0.04%	238
2016 Q3	$360K	Hold	20,550	–	–	0.04%	233
2016 Q2	$343K	Buy	+20,550	New	+$343K	0.04%	231

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

Simmons Bank's MGK Position: Q2 2026 in Review

Simmons Bank held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 7,000 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #252.

Simmons Bank first reported a position in MGK in Q2 2016 and has held it in 41 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Simmons Bank held 7,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $615K as of Q2 2026.
Simmons Bank left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Simmons Bank's portfolio in Q2 2026, its #252 holding.
Simmons Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2016 and has held it in 41 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.