CGFA
MGK icon

Colton Groome Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Colton Groome Financial Advisors’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 		$788K Sell
8,504
-736
-8% -$65.6K 0.18% 68
2026
Q2 		$812K Sell
9,240
-950
-9% -$81.1K 0.2% 70
2026
Q1 		$749K Buy
10,190
+140
+1% +$11K 0.21% 67
2025
Q4 		$830K Sell
10,050
-3,505
-26% -$288K 0.24% 62
2025
Q3 		$1.09M Buy
13,555
+6,200
+84% +$476K 0.33% 54
2025
Q2 		$539K Sell
7,355
-400
-5% -$26.4K 0.18% 77
2025
Q1 		$489K Sell
7,755
-1,425
-16% -$96.1K 0.19% 71
2024
Q4 		$631K Sell
9,180
-1,525
-14% -$103K 0.24% 59
2024
Q3 		$689K Sell
10,705
-275
-3% -$17.2K 0.26% 58
2024
Q2 		$690K Sell
10,980
-125
-1% -$7.29K 0.27% 55
2024
Q1 		$637K Buy
11,105
+2,265
+26% +$125K 0.26% 57
2023
Q4 		$459K Buy
+8,840
New +$429K 0.2% 71
2023
Q3 		– Sell
-4,500
Closed -$212K – 120
2023
Q2 		$212K Sell
4,500
-500
-10% -$21.5K 0.1% 111
2023
Q1 		$205K Buy
+5,000
New +$189K 0.1% 119
2022
Q2 		– Sell
-5,560
Closed -$262K – 116
2022
Q1 		$262K Buy
5,560
+360
+7% +$16.7K 0.12% 91
2021
Q4 		$271K Sell
5,200
-2,340
-31% -$119K 0.11% 102
2021
Q3 		$354K Buy
+7,540
New +$365K 0.15% 89

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Colton Groome Financial Advisors's MGK Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 8% in Q3 2026, selling an estimated $65.6K and leaving 8,504 shares worth $788K. The position accounts for 0.18% of the portfolio, ranked #68.

Colton Groome Financial Advisors first reported a position in MGK in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q3 2025. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Colton Groome Financial Advisors held 8,504 shares of Vanguard Morningstar Mega Cap Growth ETF worth $788K as of Q3 2026.
  • Colton Groome Financial Advisors sold 736 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $65.6K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #68 holding.
  • Colton Groome Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.09M in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.