Summit Investment Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Summit Investment Advisory Services’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	$840K	Sell	9,551 -1,059	-10%	-$90.4K	0.21%	39
2026 Q1	$780K	Sell	10,610 -275	-3%	-$21.6K	0.29%	33
2025 Q4	$899K	Buy	10,885 +5	+0%	+$411	0.34%	31
2025 Q3	$876K	Sell	10,880 -925	-8%	-$71K	0.35%	31
2025 Q2	$865K	Buy	11,805 +75	+0.6%	+$4.94K	0.38%	28
2025 Q1	$725K	Sell	11,730 -305	-3%	-$20.6K	0.36%	30
2024 Q4	$826K	Sell	12,035 -180	-1%	-$12.1K	0.43%	31
2024 Q3	$786K	Buy	+12,215	New	+$762K	0.42%	30
2024 Q2	–	Sell	-20,310	Closed	-$1.16M	–	77
2024 Q1	$1.16M	Sell	20,310 -315	-2%	-$17.4K	0.69%	23
2023 Q4	$1.07M	Buy	20,625 +195	+1%	+$9.46K	0.67%	23
2023 Q3	$927K	Buy	20,430 +2,445	+14%	+$115K	0.69%	21
2023 Q2	$847K	Sell	17,985 -670	-4%	-$28.9K	0.56%	23
2023 Q1	$763K	Buy	18,655 +205	+1%	+$7.77K	0.54%	23
2022 Q4	$635K	Buy	+18,450	New	+$661K	0.77%	21

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

Summit Investment Advisory Services's MGK Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 10% in Q2 2026, selling an estimated $90.4K and leaving 9,551 shares worth $840K. The position accounts for 0.21% of the portfolio, ranked #39.

Summit Investment Advisory Services first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Summit Investment Advisory Services held 9,551 shares of Vanguard Morningstar Mega Cap Growth ETF worth $840K as of Q2 2026.
Summit Investment Advisory Services sold 1,059 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $90.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.21% of Summit Investment Advisory Services's portfolio in Q2 2026, its #39 holding.
Summit Investment Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.16M in Q1 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.