Avantax Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Avantax Advisory Services’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	$11.8M	Buy	160,970 +48,335	+43%	+$3.19M	0.06%	240
2025 Q1	$6.96M	Buy	112,635 +13,740	+14%	+$927K	0.04%	324
2024 Q4	$6.79M	Buy	98,895 +6,900	+8%	+$464K	0.04%	313
2024 Q3	$5.92M	Buy	91,995 +3,210	+4%	+$200K	0.04%	344
2024 Q2	$5.58M	Buy	88,785 +28,695	+48%	+$1.67M	0.04%	337
2024 Q1	$3.44M	Buy	60,090 +5,710	+11%	+$315K	0.03%	393
2023 Q4	$2.82M	Buy	54,380 +4,360	+9%	+$212K	0.03%	412
2023 Q3	$2.27M	Buy	50,020 +7,615	+18%	+$359K	0.03%	424
2023 Q2	$2M	Buy	42,405 +32,435	+325%	+$1.4M	0.02%	452
2023 Q1	$408K	Sell	9,970 -750	-7%	-$28.4K	0.01%	997
2022 Q4	$369K	Sell	10,720 -4,755	-31%	-$170K	﹤0.01%	1008
2022 Q3	$539K	Sell	15,475 -29,535	-66%	-$1.16M	0.01%	741
2022 Q2	$1.64M	Buy	45,010 +1,755	+4%	+$70.6K	0.02%	427
2022 Q1	$2.04M	Buy	43,255 +31,545	+269%	+$1.46M	0.03%	372
2021 Q4	$611K	Buy	11,710 +6,915	+144%	+$350K	0.01%	693
2021 Q3	$225K	Sell	4,795 -170	-3%	-$8.22K	﹤0.01%	1058
2021 Q2	$232K	Sell	4,965 -1,550	-24%	-$68.2K	﹤0.01%	1008
2021 Q1	$269K	Sell	6,515 -11,535	-64%	-$475K	0.01%	854
2020 Q4	$734K	Sell	18,050 -62,210	-78%	-$2.41M	0.02%	441
2020 Q3	$2.98M	Buy	80,260 +63,040	+366%	+$2.27M	0.05%	283
2020 Q2	$566K	Sell	17,220 -325	-2%	-$9.7K	0.02%	453
2020 Q1	$445K	Sell	17,545 -18,895	-52%	-$546K	0.01%	463
2019 Q4	$1.06M	Buy	36,440 +2,970	+9%	+$82K	0.02%	324
2019 Q3	$889K	Buy	33,470 +17,365	+108%	+$459K	0.04%	231
2019 Q2	$417K	Buy	+16,105	New	+$410K	0.02%	325

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's MGK Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Mega Cap Growth ETF (MGK) stake by 43% in Q2 2025, buying an estimated $3.19M and bringing the position to 160,970 shares worth $11.8M. The position accounts for 0.06% of the portfolio, ranked #240.

Avantax Advisory Services first reported a position in MGK in Q2 2019 and has held it in 25 quarters since. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Avantax Advisory Services held 160,970 shares of Vanguard Mega Cap Growth ETF worth $11.8M as of Q2 2025.
Avantax Advisory Services bought 48,335 Vanguard Mega Cap Growth ETF shares in Q2 2025, an estimated $3.19M.
Vanguard Mega Cap Growth ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #240 holding.
Avantax Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q2 2019 and has held it in 25 quarters since.
862 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.