UMB Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

UMB Bank’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	$435K	Sell	4,948 -222	-4%	-$18.9K	0.01%	523
2026 Q1	$380K	Sell	5,170 -85	-2%	-$6.68K	0.01%	530
2025 Q4	$434K	Sell	5,255 -205	-4%	-$16.8K	0.01%	501
2025 Q3	$439K	Hold	5,460	–	–	0.01%	454
2025 Q2	$400K	Hold	5,460	–	–	0.01%	452
2025 Q1	$337K	Hold	5,460	–	–	0.01%	470
2024 Q4	$375K	Sell	5,460 -835	-13%	-$56.2K	0.01%	447
2024 Q3	$405K	Sell	6,295 -545	-8%	-$34K	0.01%	434
2024 Q2	$430K	Hold	6,840	–	–	0.01%	413
2024 Q1	$392K	Hold	6,840	–	–	0.01%	448
2023 Q4	$355K	Hold	6,840	–	–	0.01%	463
2023 Q3	$310K	Sell	6,840 -500	-7%	-$23.6K	0.01%	478
2023 Q2	$345K	Buy	7,340 +1,285	+21%	+$55.4K	0.01%	469
2023 Q1	$248K	Hold	6,055	–	–	﹤0.01%	532
2022 Q4	$208K	Hold	6,055	–	–	﹤0.01%	574
2022 Q3	$211K	Buy	6,055 +2,345	+63%	+$92.3K	﹤0.01%	594
2022 Q2	$135K	Sell	3,710 -330	-8%	-$13.3K	﹤0.01%	689
2022 Q1	$190K	Hold	4,040	–	–	﹤0.01%	659
2021 Q4	$211K	Buy	+4,040	New	+$205K	﹤0.01%	651

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

UMB Bank's MGK Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.3% in Q2 2026, selling an estimated $18.9K and leaving 4,948 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #523.

UMB Bank first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. The position peaked at $439K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

UMB Bank held 4,948 shares of Vanguard Morningstar Mega Cap Growth ETF worth $435K as of Q2 2026.
UMB Bank sold 222 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $18.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #523 holding.
UMB Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Vanguard Morningstar Mega Cap Growth ETF position peaked at $439K in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.