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

XML Financial’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	$494K	Buy	5,616 +701	+14%	+$59.8K	0.04%	284
2026 Q1	$361K	Buy	4,915 +5	+0.1%	+$393	0.03%	308
2025 Q4	$405K	Buy	4,910 +5	+0.1%	+$411	0.03%	284
2025 Q3	$395K	Sell	4,905 -110	-2%	-$8.44K	0.03%	280
2025 Q2	$367K	Buy	+5,015	New	+$330K	0.03%	282
2025 Q1	–	Sell	-3,855	Closed	-$265K	–	385
2024 Q4	$265K	Hold	3,855	–	–	0.02%	305
2024 Q3	$248K	Buy	3,855 +10	+0.3%	+$624	0.02%	304
2024 Q2	$242K	Hold	3,845	–	–	0.02%	300
2024 Q1	$221K	Buy	+3,845	New	+$212K	0.02%	314
2023 Q3	–	Sell	-5,170	Closed	-$243K	–	330
2023 Q2	$243K	Sell	5,170 -15	-0.3%	-$646	0.03%	296
2023 Q1	$212K	Buy	+5,185	New	+$196K	0.03%	307
2022 Q4	–	Sell	-8,080	Closed	-$282K	–	339
2022 Q3	$282K	Buy	+8,080	New	+$318K	0.04%	256
2022 Q2	–	Sell	-5,360	Closed	-$252K	–	292
2022 Q1	$252K	Sell	5,360 -55	-1%	-$2.55K	0.03%	284
2021 Q4	$282K	Sell	5,415 -50	-0.9%	-$2.53K	0.03%	266
2021 Q3	$257K	Sell	5,465 -65	-1%	-$3.14K	0.03%	265
2021 Q2	$256K	Hold	5,530	–	–	0.06%	191
2021 Q1	$229K	Sell	5,530 -175	-3%	-$7.21K	0.06%	190
2020 Q4	$232K	Buy	+5,705	New	+$221K	0.06%	184

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

XML Financial's MGK Position: Q2 2026 in Review

XML Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, buying an estimated $59.8K and bringing the position to 5,616 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #284.

XML Financial first reported a position in MGK in Q4 2020 and has held it in 18 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

XML Financial held 5,616 shares of Vanguard Morningstar Mega Cap Growth ETF worth $494K as of Q2 2026.
XML Financial bought 701 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $59.8K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of XML Financial's portfolio in Q2 2026, its #284 holding.
XML Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.