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Vision Retirement’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Vision Retirement’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 		$196K Hold
2,225
– – 0.05% 131
2026
Q1 		$164K Hold
2,225
– – 0.05% 134
2025
Q4 		$184K Buy
+2,225
New +$183K 0.05% 131

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vision Retirement's MGK Position: Q2 2026 in Review

Vision Retirement held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 2,225 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #131.

Vision Retirement first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Vision Retirement held 2,225 shares of Vanguard Morningstar Mega Cap Growth ETF worth $196K as of Q2 2026.
  • Vision Retirement left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Vision Retirement's portfolio in Q2 2026, its #131 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.