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

Vontobel Holding’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	$377K	Sell	4,285 -5,765	-57%	-$492K	﹤0.01%	1159
2026 Q1	$739K	Sell	10,050 -4,835	-32%	-$380K	﹤0.01%	722
2025 Q4	$1.23M	Sell	14,885 -1,570	-10%	-$129K	﹤0.01%	703
2025 Q3	$1.32M	Sell	16,455 -1,385	-8%	-$106K	﹤0.01%	641
2025 Q2	$1.31M	Buy	17,840 +1,295	+8%	+$85.3K	﹤0.01%	607
2025 Q1	$1.02M	Sell	16,545 -960	-5%	-$64.8K	﹤0.01%	588
2024 Q4	$1.2M	Buy	17,505 +5	+0%	+$337	﹤0.01%	547
2024 Q3	$1.13M	Sell	17,500 -1,315	-7%	-$82K	﹤0.01%	560
2024 Q2	$1.18M	Buy	18,815 +1,315	+8%	+$76.7K	﹤0.01%	536
2024 Q1	$1M	Sell	17,500 -11,255	-39%	-$621K	0.01%	584
2023 Q4	$1.49M	Hold	28,755	–	–	0.01%	493
2023 Q3	$1.3M	Buy	28,755 +10,755	+60%	+$507K	0.01%	526
2023 Q2	$847K	Hold	18,000	–	–	0.01%	642
2023 Q1	$736K	Buy	+18,000	New	+$682K	0.01%	677

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

Vontobel Holding's MGK Position: Q2 2026 in Review

Vontobel Holding reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 57% in Q2 2026, selling an estimated $492K and leaving 4,285 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Vontobel Holding first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Vontobel Holding held 4,285 shares of Vanguard Morningstar Mega Cap Growth ETF worth $377K as of Q2 2026.
Vontobel Holding sold 5,765 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $492K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1159 holding.
Vontobel Holding first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Vontobel Holding's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.49M in Q4 2023.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.