SouthState Corp’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

SouthState Corp’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	$254K	Buy	2,885 +1,635	+131%	+$140K	0.01%	325
2026 Q1	$91.9K	Hold	1,250	–	–	﹤0.01%	389
2025 Q4	$103K	Hold	1,250	–	–	﹤0.01%	377
2025 Q3	$101K	Hold	1,250	–	–	﹤0.01%	381
2025 Q2	$91.5K	Hold	1,250	–	–	﹤0.01%	429
2025 Q1	$77.2K	Hold	1,250	–	–	﹤0.01%	469
2024 Q4	$85.9K	Hold	1,250	–	–	0.01%	325
2024 Q3	$80.5K	Hold	1,250	–	–	0.01%	328
2024 Q2	$78.6K	Sell	1,250 -150	-11%	-$8.75K	0.01%	333
2024 Q1	$80.3K	Hold	1,400	–	–	0.01%	329
2023 Q4	$72.7K	Sell	1,400 -125	-8%	-$6.07K	0.01%	320
2023 Q3	$69.2K	Hold	1,525	–	–	0.01%	318
2023 Q2	$71.8K	Hold	1,525	–	–	0.01%	319
2023 Q1	$62.4K	Hold	1,525	–	–	0.01%	355
2022 Q4	$52.5K	Buy	+1,525	New	+$54.6K	﹤0.01%	387

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

SouthState Corp's MGK Position: Q2 2026 in Review

SouthState Corp increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 131% in Q2 2026, buying an estimated $140K and bringing the position to 2,885 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #325.

SouthState Corp first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

SouthState Corp held 2,885 shares of Vanguard Morningstar Mega Cap Growth ETF worth $254K as of Q2 2026.
SouthState Corp bought 1,635 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $140K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of SouthState Corp's portfolio in Q2 2026, its #325 holding.
SouthState Corp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.