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AWS
Atria Wealth Solutions’s
Vanguard 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
0.12%
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
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
CAPTRUST Financial Advisors
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$57.2B AUM
18.32%
1-Year Est. Return
HCM
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$6.11B AUM
33.56%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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