Allied Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Allied Investment Advisors’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	$450K	Buy	4,861 +425	+10%	+$37.9K	0.04%	80
2026 Q2	$390K	Buy	4,436 +766	+21%	+$65.4K	0.05%	79
2026 Q1	$270K	Hold	3,670	–	–	0.04%	87
2025 Q4	$303K	Hold	3,670	–	–	0.05%	83
2025 Q3	$295K	Buy	+3,670	New	+$282K	0.05%	81

Other funds holding MGK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return

Allied Investment Advisors's MGK Position: Q3 2026 in Review

Allied Investment Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.6% in Q3 2026, buying an estimated $37.9K and bringing the position to 4,861 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #80.

Allied Investment Advisors first reported a position in MGK in Q3 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Allied Investment Advisors held 4,861 shares of Vanguard Morningstar Mega Cap Growth ETF worth $450K as of Q3 2026.
Allied Investment Advisors bought 425 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $37.9K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Allied Investment Advisors's portfolio in Q3 2026, its #80 holding.
Allied Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.