Certified Advisory Corp’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Certified Advisory Corp’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 Q3	$482K	Buy	5,203 +1	+0%	+$89	0.04%	223
2026 Q2	$457K	Buy	5,202 +2	+0%	+$171	0.04%	235
2026 Q1	$382K	Hold	5,200	–	–	0.03%	241
2025 Q4	$429K	Sell	5,200 -350	-6%	-$28.8K	0.04%	223
2025 Q3	$447K	Buy	5,550 +225	+4%	+$17.3K	0.04%	218
2025 Q2	$390K	Sell	5,325 -315	-6%	-$20.8K	0.04%	228
2025 Q1	$348K	Buy	+5,640	New	+$381K	0.04%	224

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Certified Advisory Corp's MGK Position: Q3 2026 in Review

Certified Advisory Corp increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.02% in Q3 2026, buying an estimated $89 and bringing the position to 5,203 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #223.

Certified Advisory Corp first reported a position in MGK in Q1 2025 and has held it in 7 quarters since. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Certified Advisory Corp held 5,203 shares of Vanguard Morningstar Mega Cap Growth ETF worth $482K as of Q3 2026.
Certified Advisory Corp bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q3 2026, an estimated $89.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Certified Advisory Corp's portfolio in Q3 2026, its #223 holding.
Certified Advisory Corp first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.