Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cetera Investment Advisers’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
Q2 		$76.7M Buy
872,496
+88,546
+11% +$7.56M 0.07% 281
2026
Q1 		$57.6M Sell
783,950
-164,695
-17% -$12.9M 0.06% 322
2025
Q4 		$78.3M Buy
948,645
+38,930
+4% +$3.2M 0.09% 219
2025
Q3 		$73.2M Buy
909,715
+155,715
+21% +$12M 0.09% 218
2025
Q2 		$55.2M Buy
754,000
+75,165
+11% +$4.95M 0.09% 216
2025
Q1 		$41.9M Sell
678,835
-73,970
-10% -$4.99M 0.08% 251
2024
Q4 		$51.7M Buy
752,805
+13,070
+2% +$880K 0.11% 189
2024
Q3 		$47.6M Buy
739,735
+62,090
+9% +$3.87M 0.1% 190
2024
Q2 		$42.6M Buy
677,645
+54,250
+9% +$3.17M 0.1% 200
2024
Q1 		$35.7M Buy
623,395
+323,700
+108% +$17.9M 0.08% 238
2023
Q4 		$15.6M Buy
299,695
+55,170
+23% +$2.68M 0.13% 153
2023
Q3 		$11.1M Sell
244,525
-18,005
-7% -$849K 0.1% 196
2023
Q2 		$12.4M Buy
262,530
+39,315
+18% +$1.69M 0.1% 177
2023
Q1 		$9.13M Sell
223,215
-55,145
-20% -$2.09M 0.08% 234
2022
Q4 		$9.58M Buy
278,360
+63,400
+29% +$2.27M 0.09% 218
2022
Q3 		$7.49M Sell
214,960
-103,980
-33% -$4.09M 0.15% 140
2022
Q2 		$11.6M Sell
318,940
-21,285
-6% -$856K 0.18% 110
2022
Q1 		$16M Sell
340,225
-9,180
-3% -$425K 0.23% 91
2021
Q4 		$18.2M Buy
349,405
+3,020
+0.9% +$153K 0.26% 72
2021
Q3 		$16.3M Sell
346,385
-64,220
-16% -$3.11M 0.26% 82
2021
Q2 		$19M Buy
410,605
+4,515
+1% +$199K 0.31% 64
2021
Q1 		$16.8M Buy
406,090
+18,895
+5% +$779K 0.33% 62
2020
Q4 		$15.8M Buy
387,195
+41,185
+12% +$1.59M 0.31% 65
2020
Q3 		$12.8M Buy
346,010
+10,930
+3% +$394K 1.05% 16
2020
Q2 		$11M Buy
335,080
+19,085
+6% +$569K 1.02% 16
2020
Q1 		$8.03M Buy
315,995
+11,715
+4% +$338K 0.98% 15
2019
Q4 		$8.88M Buy
304,280
+291,325
+2,249% +$8.05M 0.89% 17
2019
Q3 		$343K Buy
+12,955
New +$343K 0.04% 380

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cetera Investment Advisers's MGK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, buying an estimated $7.56M and bringing the position to 872,496 shares worth $76.7M. The position accounts for 0.07% of the portfolio, ranked #281.

Cetera Investment Advisers first reported a position in MGK in Q3 2019 and has held it in 28 quarters since. The position peaked at $78.3M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cetera Investment Advisers held 872,496 shares of Vanguard Morningstar Mega Cap Growth ETF worth $76.7M as of Q2 2026.
  • Cetera Investment Advisers bought 88,546 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $7.56M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #281 holding.
  • Cetera Investment Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Cetera Investment Advisers's Vanguard Morningstar Mega Cap Growth ETF position peaked at $78.3M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.