MGK Institutional Ownership & Shareholders
VANGUARD MEGA CAP GROWTH ETF (MGK) is currently held by 1,020 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.65B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Assetmark, Inc is currently the largest disclosed institutional shareholder of MGK tracked by InsiderSet, reporting ownership valued at approximately $4.05B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.62B, representing an estimated loss of -10.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed MGK value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Cassaday & Co Wealth Management Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD MEGA CAP GROWTH ETF (MGK).
This page ranks the largest institutional MGK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,020
Total Reported Value
$17.65B
Largest Holder
Assetmark, Inc
Largest Position
$4.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 6.81% | 43,707,780 | $4,049,525,820 | $3,615,070,484 | -$434,455,336 | -10.73% | |
| Cassaday & Co Wealth Management Llc | 29.02% | 17,703,867 | $1,640,263,244 | $1,464,286,840 | -$175,976,404 | -10.73% | |
| Morgan Stanley | 0.06% | 13,160,627 | $1,156,950,854 | $1,088,515,459 | -$68,435,395 | -5.92% | |
| Bank Of America Corp | 0.06% | 10,051,265 | $883,606,675 | $831,340,128 | -$52,266,547 | -5.92% | |
| Lpl Financial Llc | 0.12% | 5,910,023 | $547,563,635 | $488,818,002 | -$58,745,633 | -10.73% | |
| Ubs Group Ag | 0.07% | 5,148,612 | $452,614,481 | $425,841,699 | -$26,772,782 | -5.92% | |
| Vantagepoint Investment Advisers Llc | 3.00% | 4,295,085 | $397,939,625 | $355,246,480 | -$42,693,145 | -10.73% | |
| Merit Financial Group, Llc | 2.19% | 4,154,134 | $384,880,514 | $343,588,423 | -$41,292,091 | -10.73% | |
| Captrust Financial Advisors | 0.56% | 4,197,480 | $369,000,463 | $347,173,571 | -$21,826,892 | -5.92% | |
| Ameriprise Financial Inc | 0.07% | 3,885,314 | $341,597,291 | $321,354,321 | -$20,242,970 | -5.93% | |
| Envestnet Asset Management Inc | 0.07% | 3,554,068 | $312,422,711 | $293,956,964 | -$18,465,747 | -5.91% | |
| Wells Fargo & Company/Mn | 0.05% | 3,270,904 | $287,545,159 | $270,536,470 | -$17,008,689 | -5.92% | |
| Angeles Wealth Management, Llc | 11.89% | 2,912,914 | $269,899,216 | $240,927,117 | -$28,972,099 | -10.73% | |
| Cerity Partners Llc | 0.30% | 2,757,765 | $242,518,366 | $228,094,743 | -$14,423,623 | -5.95% | |
| Pnc Financial Services Group, Inc. | 0.14% | 2,603,565 | $241,220,300 | $215,340,861 | -$25,879,439 | -10.73% | |
| Howard Capital Management Inc. | 2.55% | 2,273,520 | $210,641,628 | $188,042,839 | -$22,598,789 | -10.73% | |
| Royal Bank Of Canada | 0.03% | 2,221,716 | $195,311,000 | $183,758,130 | -$11,552,870 | -5.92% | |
| Raymond James Financial Inc | 0.05% | 2,127,331 | $187,013,611 | $175,951,547 | -$11,062,064 | -5.92% | |
| Osaic Holdings, Inc. | 0.15% | 1,476,022 | $129,774,908 | $122,081,780 | -$7,693,128 | -5.93% | |
| Petredis Investment Advisors Llc | 8.30% | 1,372,714 | $127,181,978 | $113,537,175 | -$13,644,803 | -10.73% | |
| Falcon Wealth Planning | 7.21% | 1,259,676 | $116,708,983 | $104,187,802 | -$12,521,181 | -10.73% | |
| Portfolio Strategies, Inc. | 10.55% | 1,161,697 | $107,631,236 | $96,083,959 | -$11,547,277 | -10.73% | |
| Rockefeller Capital Management L.P. | 0.16% | 1,221,378 | $107,371,351 | $101,020,174 | -$6,351,177 | -5.92% | |
| Black Diamond Financial, Llc | 8.94% | 1,134,887 | $105,147,360 | $93,866,504 | -$11,280,856 | -10.73% | |
| Strategic Investment Advisors / Mi | 6.35% | 1,193,303 | $104,903,298 | $98,698,091 | -$6,205,207 | -5.92% | |
| Stifel Financial Corp | 0.07% | 998,155 | $87,748,253 | $82,557,400 | -$5,190,853 | -5.92% | |
| Bernardo Wealth Planning Llc | 7.38% | 943,470 | $87,412,512 | $78,034,404 | -$9,378,108 | -10.73% | |
| Arax Advisory Partners | 0.57% | 973,489 | $85,579,399 | $80,517,275 | -$5,062,124 | -5.92% | |
| Ifc Advisors Llc | 10.47% | 938,049 | $82,463,861 | $77,586,033 | -$4,877,828 | -5.92% | |
| Praetorian Wealth Management, Inc. | 13.84% | 869,836 | $80,590,393 | $71,944,136 | -$8,646,257 | -10.73% | |
| Mariner, Llc | 0.08% | 912,807 | $80,244,879 | $75,498,267 | -$4,746,612 | -5.92% | |
| Cetera Investment Advisers | 0.07% | 872,496 | $76,701,182 | $72,164,144 | -$4,537,038 | -5.92% | |
| Leelyn Smith, Llc | 8.40% | 818,471 | $75,831,368 | $67,695,736 | -$8,135,632 | -10.73% | |
| Gratus Wealth Advisors, Llc | 9.65% | 815,359 | $75,543,026 | $67,438,343 | -$8,104,683 | -10.73% | |
| Jpmorgan Chase & Co | 0.00% | 756,909 | $65,450,043 | $62,603,943 | -$2,846,100 | -4.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 651,272 | $60,769,592 | $53,866,707 | -$6,902,885 | -11.36% | |
| Creative Planning | 0.03% | 644,899 | $59,749,901 | $53,339,596 | -$6,410,305 | -10.73% | |
| Commonwealth Equity Services, Llc | 0.07% | 609,269 | $56,448,816 | $50,392,639 | -$6,056,177 | -10.73% | |
| Hengehold Capital Management Llc | 4.28% | 606,266 | $56,170,555 | $50,144,261 | -$6,026,294 | -10.73% | |
| Leavell Investment Management, Inc. | 2.00% | 621,914 | $54,672,485 | $51,438,507 | -$3,233,978 | -5.92% | |
| Janney Montgomery Scott Llc | 0.11% | 621,047 | $54,596,000 | $51,366,797 | -$3,229,203 | -5.91% | |
| Mars Jewett Financial Group, Inc. | 9.86% | 554,130 | $48,713,579 | $45,832,092 | -$2,881,487 | -5.92% | |
| Creative Financial Designs Inc | 2.07% | 494,353 | $45,801,768 | $40,887,937 | -$4,913,831 | -10.73% | |
| Btg Pactual Asset Management Us Llc | 3.38% | 515,749 | $45,339,495 | $42,657,600 | -$2,681,895 | -5.92% | |
| Mml Investors Services, Llc | 0.09% | 505,515 | $44,439,812 | $41,811,146 | -$2,628,666 | -5.92% | |
| Lido Advisors, Llc | 0.14% | 478,442 | $44,327,672 | $39,571,938 | -$4,755,734 | -10.73% | |
| Fc Advisory Llc | 11.30% | 465,370 | $43,116,499 | $38,490,753 | -$4,625,746 | -10.73% | |
| Goldman Sachs Group Inc | 0.00% | 486,456 | $42,764,347 | $40,234,776 | -$2,529,571 | -5.92% | |
| Means Investment Co., Inc. | 3.04% | 452,661 | $41,938,996 | $37,439,591 | -$4,499,405 | -10.73% | |
| Beacon Capital Management, Llc | 5.77% | 446,324 | $41,351,903 | $36,915,458 | -$4,436,445 | -10.73% |
Frequently asked questions about MGK
Who are the largest institutional holders of MGK?
The largest institutional holders of MGK reported in the latest SEC Form 13F filings include Assetmark, Inc, Cassaday & Co Wealth Management Llc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MGK position.
What is MGK institutional ownership?
This page tracks MGK positions reported by institutional investment managers through SEC Form 13F. VANGUARD MEGA CAP GROWTH ETF (MGK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MGK?
InsiderSet currently tracks 1,020 institutional managers reporting MGK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MGK shareholders.
How much MGK stock do institutions own?
Institutional investment managers disclosed approximately $17.65B in MGK holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MGK institutional ownership last updated?
The latest MGK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MGK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MGK position after the reporting date.
Are institutions buying or selling MGK?
Institutional buying and selling can be analyzed by comparing MGK positions across consecutive 13F reporting periods. InsiderSet's MGK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MGK ownership changes.
How has MGK institutional ownership changed over time?
InsiderSet tracks MGK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.