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

Atria Wealth Solutions’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
2025 Q2	$8.78M	Sell	119,725 -44,950	-27%	-$2.96M	0.2%	116
2025 Q1	$10.2M	Sell	164,675 -44,795	-21%	-$3.02M	0.12%	178
2024 Q4	$14.4M	Buy	209,470 +50,650	+32%	+$3.41M	0.16%	135
2024 Q3	$10.2M	Sell	158,820 -6,465	-4%	-$403K	0.11%	194
2024 Q2	$10.4M	Sell	165,285 -6,910	-4%	-$403K	0.11%	184
2024 Q1	$9.87M	Buy	172,195 +12,250	+8%	+$676K	0.11%	194
2023 Q4	$8.3M	Buy	159,945 +4,500	+3%	+$218K	0.1%	196
2023 Q3	$7.05M	Sell	155,445 -26,220	-14%	-$1.24M	0.1%	212
2023 Q2	$8.55M	Buy	181,665 +12,145	+7%	+$523K	0.12%	175
2023 Q1	$6.93M	Buy	169,520 +3,360	+2%	+$127K	0.1%	193
2022 Q4	$5.72M	Buy	166,160 +5,995	+4%	+$215K	0.09%	231
2022 Q3	$5.59M	Buy	160,165 +17,005	+12%	+$670K	0.1%	211
2022 Q2	$5.2M	Buy	143,160 +5,890	+4%	+$237K	0.1%	228
2022 Q1	$6.46M	Buy	+137,270	New	+$6.36M	0.11%	205

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's MGK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 27% in Q2 2025, selling an estimated $2.96M and leaving 119,725 shares worth $8.78M. The position accounts for 0.2% of the portfolio, ranked #116.

Atria Wealth Solutions first reported a position in MGK in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.4M in Q4 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Atria Wealth Solutions held 119,725 shares of Vanguard Morningstar Mega Cap Growth ETF worth $8.78M as of Q2 2025.
Atria Wealth Solutions sold 44,950 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $2.96M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #116 holding.
Atria Wealth Solutions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.4M in Q4 2024.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.