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Atria Investments’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Atria Investments’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 		$6.34M Buy
72,109
+13,569
+23% +$1.16M 0.06% 325
2026
Q1 		$4.3M Buy
58,540
+4,985
+9% +$392K 0.05% 415
2025
Q4 		$4.42M Sell
53,555
-515
-1% -$42.3K 0.05% 417
2025
Q3 		$4.35M Sell
54,070
-4,110
-7% -$315K 0.05% 433
2025
Q2 		$4.26M Buy
58,180
+12,255
+27% +$808K 0.05% 430
2025
Q1 		$2.84M Buy
45,925
+4,875
+12% +$329K 0.04% 564
2024
Q4 		$2.82M Buy
41,050
+945
+2% +$63.6K 0.04% 552
2024
Q3 		$2.58M Buy
40,105
+1,515
+4% +$94.5K 0.03% 583
2024
Q2 		$2.43M Sell
38,590
-3,120
-7% -$182K 0.03% 577
2024
Q1 		$2.39M Sell
41,710
-3,735
-8% -$206K 0.03% 586
2023
Q4 		$2.36M Sell
45,445
-47,470
-51% -$2.3M 0.04% 534
2023
Q3 		$4.22M Sell
92,915
-1,825
-2% -$86.1K 0.08% 329
2023
Q2 		$4.46M Sell
94,740
-48,655
-34% -$2.1M 0.08% 292
2023
Q1 		$5.87M Buy
143,395
+110,745
+339% +$4.2M 0.11% 221
2022
Q4 		$1.12M Buy
32,650
+800
+3% +$28.6K 0.02% 721
2022
Q3 		$1.11M Sell
31,850
-4,110
-11% -$162K 0.02% 691
2022
Q2 		$1.31M Sell
35,960
-27,175
-43% -$1.09M 0.03% 641
2022
Q1 		$2.97M Buy
63,135
+11,485
+22% +$532K 0.05% 433
2021
Q4 		$2.69M Buy
51,650
+14,980
+41% +$759K 0.05% 450
2021
Q3 		$1.72M Buy
+36,670
New +$1.77M 0.03% 588

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

Atria Investments's MGK Position: Q2 2026 in Review

Atria Investments increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 23% in Q2 2026, buying an estimated $1.16M and bringing the position to 72,109 shares worth $6.34M. The position accounts for 0.06% of the portfolio, ranked #325.

Atria Investments first reported a position in MGK in Q3 2021 and has held it in 20 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Atria Investments held 72,109 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.34M as of Q2 2026.
  • Atria Investments bought 13,569 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #325 holding.
  • Atria Investments first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.