Empower Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Empower Advisory Group’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	$352K	Sell	4,000 -4,300	-52%	-$367K	﹤0.01%	405
2026 Q1	$610K	Sell	8,300 -5,185	-38%	-$407K	﹤0.01%	297
2025 Q4	$1.11M	Buy	13,485 +5,445	+68%	+$447K	﹤0.01%	239
2025 Q3	$647K	Sell	8,040 -75	-0.9%	-$5.76K	﹤0.01%	297
2025 Q2	$594K	Buy	8,115 +605	+8%	+$39.9K	﹤0.01%	304
2025 Q1	$464K	Sell	7,510 -2,480	-25%	-$167K	﹤0.01%	327
2024 Q4	$686K	Buy	9,990 +2,645	+36%	+$178K	﹤0.01%	288
2024 Q3	$473K	Buy	7,345 +5	+0.1%	+$312	﹤0.01%	324
2024 Q2	$461K	Sell	7,340 -3,960	-35%	-$231K	﹤0.01%	314
2024 Q1	$648K	Buy	11,300 +4,630	+69%	+$255K	﹤0.01%	272
2023 Q4	$346K	Buy	6,670 +1,210	+22%	+$58.7K	﹤0.01%	363
2023 Q3	$248K	Sell	5,460 -250	-4%	-$11.8K	﹤0.01%	417
2023 Q2	$269K	Buy	5,710 +245	+4%	+$10.6K	﹤0.01%	410
2023 Q1	$223K	Buy	+5,465	New	+$207K	﹤0.01%	454

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Empower Advisory Group's MGK Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 52% in Q2 2026, selling an estimated $367K and leaving 4,000 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Empower Advisory Group first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Empower Advisory Group held 4,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $352K as of Q2 2026.
Empower Advisory Group sold 4,300 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $367K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #405 holding.
Empower Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.11M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.