Truepoint Inc’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Truepoint Inc’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	$230K	Buy	+2,616	New	+$223K	﹤0.01%	145
2026 Q1	–	Sell	-2,645	Closed	-$218K	–	153
2025 Q4	$218K	Hold	2,645	–	–	﹤0.01%	137
2025 Q3	$213K	Buy	+2,645	New	+$203K	0.01%	138
2020 Q2	–	Sell	-53,525	Closed	-$1.36M	–	49
2020 Q1	$1.36M	Buy	+53,525	New	+$1.55M	0.12%	32

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

Truepoint Inc's MGK Position: Q2 2026 in Review

Truepoint Inc opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,616 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Truepoint Inc previously reported a position in MGK as recently as Q4 2025.

Truepoint Inc first reported a position in MGK in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.36M in Q1 2020. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Truepoint Inc held 2,616 shares of Vanguard Morningstar Mega Cap Growth ETF worth $230K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Truepoint Inc position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Truepoint Inc's portfolio in Q2 2026, its #145 holding.
Truepoint Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 4 quarters since.
Truepoint Inc's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.36M in Q1 2020.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.