ZIM
MGK icon

Zacks Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Zacks Investment 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 		$337K Buy
3,838
+473
+14% +$40.4K ﹤0.01% 573
2026
Q1 		$247K Sell
3,365
-3,435
-51% -$270K ﹤0.01% 623
2025
Q4 		$562K Buy
6,800
+2,735
+67% +$225K ﹤0.01% 486
2025
Q3 		$327K Sell
4,065
-240
-6% -$18.4K ﹤0.01% 558
2025
Q2 		$315K Buy
4,305
+240
+6% +$15.8K ﹤0.01% 548
2025
Q1 		$251K Hold
4,065
– – ﹤0.01% 579
2024
Q4 		$279K Sell
4,065
-230
-5% -$15.5K ﹤0.01% 564
2024
Q3 		$276K Buy
4,295
+60
+1% +$3.74K ﹤0.01% 569
2024
Q2 		$266K Sell
4,235
-680
-14% -$39.7K ﹤0.01% 529
2024
Q1 		$282K Buy
4,915
+400
+9% +$22.1K ﹤0.01% 553
2023
Q4 		$234K Sell
4,515
-2,025
-31% -$98.3K ﹤0.01% 568
2023
Q3 		$297K Hold
6,540
– – ﹤0.01% 513
2023
Q2 		$308K Hold
6,540
– – ﹤0.01% 526
2023
Q1 		$267K Hold
6,540
– – ﹤0.01% 543
2022
Q4 		$225K Hold
6,540
– – ﹤0.01% 546
2022
Q3 		$228K Buy
6,540
+700
+12% +$27.6K ﹤0.01% 521
2022
Q2 		$212K Hold
5,840
– – ﹤0.01% 539
2022
Q1 		$275K Sell
5,840
-1,700
-23% -$78.7K ﹤0.01% 529
2021
Q4 		$393K Buy
7,540
+910
+14% +$46.1K 0.01% 496
2021
Q3 		$311K Sell
6,630
-910
-12% -$44K ﹤0.01% 511
2021
Q2 		$349K Hold
7,540
– – 0.01% 495
2021
Q1 		$312K Hold
7,540
– – 0.01% 457
2020
Q4 		$307K Hold
7,540
– – 0.01% 461
2020
Q3 		$280K Buy
+7,540
New +$272K 0.01% 460

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Zacks Investment Management's MGK Position: Q2 2026 in Review

Zacks Investment Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, buying an estimated $40.4K and bringing the position to 3,838 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Zacks Investment Management first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. The position peaked at $562K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Zacks Investment Management held 3,838 shares of Vanguard Morningstar Mega Cap Growth ETF worth $337K as of Q2 2026.
  • Zacks Investment Management bought 473 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #573 holding.
  • Zacks Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Zacks Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $562K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.