Vanguard Personalized Indexing Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Vanguard Personalized Indexing Management’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	$1.46M	Sell	16,651 -314	-2%	-$26.8K	0.01%	781
2026 Q1	$1.25M	Sell	16,965 -215	-1%	-$16.9K	0.01%	824
2025 Q4	$1.42M	Sell	17,180 -85	-0.5%	-$6.98K	0.01%	745
2025 Q3	$1.39M	Sell	17,265 -475	-3%	-$36.5K	0.01%	749
2025 Q2	$1.3M	Sell	17,740 -190	-1%	-$12.5K	0.01%	743
2025 Q1	$1.11M	Buy	17,930 +4,980	+38%	+$336K	0.02%	733
2024 Q4	$889K	Buy	12,950 +915	+8%	+$61.6K	0.01%	824
2024 Q3	$775K	Sell	12,035 -250	-2%	-$15.6K	0.01%	896
2024 Q2	$772K	Buy	12,285 +5,865	+91%	+$342K	0.01%	803
2024 Q1	$368K	Buy	+6,420	New	+$354K	0.01%	1166

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

Vanguard Personalized Indexing Management's MGK Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.9% in Q2 2026, selling an estimated $26.8K and leaving 16,651 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #781.

Vanguard Personalized Indexing Management first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Vanguard Personalized Indexing Management held 16,651 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.46M as of Q2 2026.
Vanguard Personalized Indexing Management sold 314 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $26.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #781 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.