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

Summit 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 		$1.19M Buy
13,505
+2,310
+21% +$197K 0.01% 791
2026
Q1 		$823K Buy
11,195
+6,360
+132% +$500K 0.01% 839
2025
Q4 		$399K Sell
4,835
-40
-0.8% -$3.29K 0.01% 960
2025
Q3 		$392K Buy
4,875
+670
+16% +$51.4K 0.01% 966
2025
Q2 		$308K Hold
4,205
– – 0.01% 676
2025
Q1 		$260K Sell
4,205
-7,075
-63% -$477K 0.01% 643
2024
Q4 		$775K Buy
11,280
+165
+1% +$11.1K 0.03% 367
2024
Q3 		$716K Buy
11,115
+5
+0% +$312 0.03% 312
2024
Q2 		$699K Buy
+11,110
New +$648K 0.03% 275
2022
Q2 		– Sell
-5,710
Closed -$269K – 246
2022
Q1 		$269K Buy
5,710
+5
+0.1% +$232 0.02% 222
2021
Q4 		$297K Buy
5,705
+15
+0.3% +$760 0.02% 214
2021
Q3 		$268K Hold
5,690
– – 0.02% 198
2021
Q2 		$263K Buy
5,690
+165
+3% +$7.26K 0.03% 147
2021
Q1 		$229K Buy
5,525
+5
+0.1% +$206 0.03% 53
2020
Q4 		$225K Buy
+5,520
New +$214K 0.03% 51

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

Summit Financial's MGK Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 21% in Q2 2026, buying an estimated $197K and bringing the position to 13,505 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #791.

Summit Financial first reported a position in MGK in Q4 2020 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Summit Financial held 13,505 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.19M as of Q2 2026.
  • Summit Financial bought 2,310 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #791 holding.
  • Summit Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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