Y-Intercept (HK)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Y-Intercept (HK)’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	$451K	Sell	5,128 -28,842	-85%	-$2.46M	0.01%	1339
2026 Q1	$2.5M	Buy	+33,970	New	+$2.67M	0.05%	612
2025 Q2	–	Sell	-27,095	Closed	-$1.67M	–	1867
2025 Q1	$1.67M	Buy	27,095 +20,015	+283%	+$1.35M	0.11%	240
2024 Q4	$486K	Buy	+7,080	New	+$477K	0.03%	742
2024 Q1	–	Sell	-20,855	Closed	-$1.08M	–	1610
2023 Q4	$1.08M	Buy	+20,855	New	+$1.01M	0.1%	293
2022 Q4	–	Sell	-6,005	Closed	-$209K	–	1211
2022 Q3	$209K	Sell	6,005 -11,500	-66%	-$453K	0.02%	809
2022 Q2	$636K	Buy	+17,505	New	+$704K	0.08%	344
2021 Q4	–	Sell	-7,005	Closed	-$329K	–	763
2021 Q3	$329K	Buy	+7,005	New	+$339K	0.06%	444

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

Y-Intercept (HK)'s MGK Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 85% in Q2 2026, selling an estimated $2.46M and leaving 5,128 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #1339.

Y-Intercept (HK) first reported a position in MGK in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.5M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Y-Intercept (HK) held 5,128 shares of Vanguard Morningstar Mega Cap Growth ETF worth $451K as of Q2 2026.
Y-Intercept (HK) sold 28,842 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.46M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1339 holding.
Y-Intercept (HK) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 8 quarters since.
Y-Intercept (HK)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.5M in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.