Stifel Financial
MGK icon

Stifel Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Stifel Financial’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 		$87.7M Buy
998,155
+36,790
+4% +$3.14M 0.07% 261
2026
Q1 		$70.7M Buy
961,365
+19,275
+2% +$1.51M 0.06% 288
2025
Q4 		$77.8M Buy
942,090
+21,365
+2% +$1.75M 0.07% 268
2025
Q3 		$74.1M Sell
920,725
-46,365
-5% -$3.56M 0.07% 277
2025
Q2 		$70.8M Sell
967,090
-24,520
-2% -$1.62M 0.07% 278
2025
Q1 		$61.3M Buy
991,610
+8,315
+0.8% +$561K 0.07% 284
2024
Q4 		$67.5M Buy
983,295
+15,205
+2% +$1.02M 0.07% 267
2024
Q3 		$62.3M Buy
968,090
+76,005
+9% +$4.74M 0.07% 284
2024
Q2 		$56.1M Buy
892,085
+32,620
+4% +$1.9M 0.06% 283
2024
Q1 		$49.3M Buy
859,465
+33,475
+4% +$1.85M 0.06% 304
2023
Q4 		$42.9M Buy
825,990
+376,405
+84% +$18.3M 0.05% 315
2023
Q3 		$20.4M Buy
449,585
+261,830
+139% +$12.4M 0.03% 460
2023
Q2 		$8.84M Buy
187,755
+46,445
+33% +$2M 0.01% 764
2023
Q1 		$5.78M Sell
141,310
-2,155
-2% -$81.7K 0.01% 937
2022
Q4 		$4.94M Sell
143,465
-1,840
-1% -$65.9K 0.01% 991
2022
Q3 		$5.07M Sell
145,305
-6,345
-4% -$250K 0.01% 946
2022
Q2 		$5.51M Sell
151,650
-67,950
-31% -$2.73M 0.01% 925
2022
Q1 		$10.3M Sell
219,600
-393,370
-64% -$18.2M 0.01% 705
2021
Q4 		$32M Sell
612,970
-12,090
-2% -$612K 0.04% 361
2021
Q3 		$29.4M Buy
625,060
+33,300
+6% +$1.61M 0.04% 357
2021
Q2 		$27.4M Buy
591,760
+12,680
+2% +$558K 0.04% 365
2021
Q1 		$24M Sell
579,080
-62,005
-10% -$2.56M 0.04% 374
2020
Q4 		$26.1M Buy
641,085
+16,820
+3% +$651K 0.05% 338
2020
Q3 		$23.1M Sell
624,265
-103,855
-14% -$3.74M 0.05% 321
2020
Q2 		$23.8M Buy
728,120
+8,355
+1% +$249K 0.05% 289
2020
Q1 		$18.3M Buy
719,765
+164,065
+30% +$4.74M 0.05% 300
2019
Q4 		$16.2M Buy
555,700
+22,020
+4% +$608K 0.03% 429
2019
Q3 		$14.2M Buy
533,680
+52,390
+11% +$1.39M 0.04% 433
2019
Q2 		$12.5M Buy
481,290
+140,110
+41% +$3.57M 0.03% 488
2019
Q1 		$8.48M Buy
341,180
+313,070
+1,114% +$7.36M 0.02% 600
2018
Q4 		$602K Sell
28,110
-650
-2% -$15K ﹤0.01% 1843
2018
Q3 		$739K Buy
28,760
+4,035
+16% +$101K ﹤0.01% 1876
2018
Q2 		$589K Hold
24,725
– – ﹤0.01% 1943
2018
Q1 		$555K Sell
24,725
-725
-3% -$16.8K ﹤0.01% 1912
2017
Q4 		$567K Buy
25,450
+115
+0.5% +$2.5K ﹤0.01% 1847
2017
Q3 		$530K Buy
25,335
+540
+2% +$11.1K ﹤0.01% 1850
2017
Q2 		$497K Buy
24,795
+700
+3% +$13.9K ﹤0.01% 1877
2017
Q1 		$461K Buy
24,095
+370
+2% +$6.87K ﹤0.01% 1863
2016
Q4 		$414K Sell
23,725
-16,240
-41% -$281K ﹤0.01% 1873
2016
Q3 		$700K Buy
39,965
+2,405
+6% +$41.8K ﹤0.01% 1524
2016
Q2 		$627K Hold
37,560
– – ﹤0.01% 1627
2016
Q1 		$624K Hold
37,560
– – ﹤0.01% 1466
2015
Q4 		$624K Hold
37,560
– – ﹤0.01% 1527
2015
Q3 		$584K Hold
37,560
– – ﹤0.01% 1470
2015
Q2 		$623K Hold
37,560
– – ﹤0.01% 1572
2015
Q1 		$626K Hold
37,560
– – ﹤0.01% 1506
2014
Q4 		$611K Hold
37,560
– – ﹤0.01% 1514
2014
Q3 		$584K Buy
+37,560
New +$584K 0.01% 1436

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Stifel Financial's MGK Position: Q2 2026 in Review

Stifel Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.8% in Q2 2026, buying an estimated $3.14M and bringing the position to 998,155 shares worth $87.7M. The position accounts for 0.07% of the portfolio, ranked #261.

Stifel Financial first reported a position in MGK in Q3 2014 and has held it in 48 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Stifel Financial held 998,155 shares of Vanguard Morningstar Mega Cap Growth ETF worth $87.7M as of Q2 2026.
  • Stifel Financial bought 36,790 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.14M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Stifel Financial's portfolio in Q2 2026, its #261 holding.
  • Stifel Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2014 and has held it in 48 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.