Alerus Financial
MGK icon

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

Alerus 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
Q3 		$12K Hold
130
– – ﹤0.01% 389
2026
Q2 		$11.4K Hold
130
– – ﹤0.01% 367
2026
Q1 		$9.6K Hold
130
– – ﹤0.01% 384
2025
Q4 		$10.7K Hold
130
– – ﹤0.01% 343
2025
Q3 		$10.5K Buy
+130
New +$10K ﹤0.01% 373

Other funds holding MGK

AssetMark Inc
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Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Alerus Financial's MGK Position: Q3 2026 in Review

Alerus Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 130 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Alerus Financial first reported a position in MGK in Q3 2025 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Alerus Financial held 130 shares of Vanguard Morningstar Mega Cap Growth ETF worth $12K as of Q3 2026.
  • Alerus Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #389 holding.
  • Alerus Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.