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Atria Investments’s Vanguard 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
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 $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's MGK Position: Q1 2026 in Review

Atria Investments increased its Vanguard Mega Cap Growth ETF (MGK) stake by 9.3% in Q1 2026, buying an estimated $392K and bringing the position to 58,540 shares worth $4.3M. The position accounts for 0.05% of the portfolio, ranked #415.

Atria Investments first reported a position in MGK in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.87M in Q1 2023. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Atria Investments held 58,540 shares of Vanguard Mega Cap Growth ETF worth $4.3M as of Q1 2026.
  • Atria Investments bought 4,985 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $392K.
  • Vanguard Mega Cap Growth ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #415 holding.
  • Atria Investments first reported a position in Vanguard Mega Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Atria Investments's Vanguard Mega Cap Growth ETF position peaked at $5.87M in Q1 2023.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.