Atlantic Union Bankshares’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Atlantic Union Bankshares’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	$128K	Sell	1,456 -84	-5%	-$7.17K	﹤0.01%	718
2026 Q1	$113K	Buy	1,540 +905	+143%	+$71.1K	﹤0.01%	718
2025 Q4	$52.4K	Buy	635 +225	+55%	+$18.5K	﹤0.01%	893
2025 Q3	$33K	Hold	410	–	–	﹤0.01%	1012
2025 Q2	$30K	Buy	+410	New	+$27K	﹤0.01%	748

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

Atlantic Union Bankshares's MGK Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.5% in Q2 2026, selling an estimated $7.17K and leaving 1,456 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Atlantic Union Bankshares first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Atlantic Union Bankshares held 1,456 shares of Vanguard Morningstar Mega Cap Growth ETF worth $128K as of Q2 2026.
Atlantic Union Bankshares sold 84 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $7.17K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #718 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.