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Financial Advocates Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Financial Advocates Investment Management’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
Q3 		$958K Sell
11,905
-5,245
-31% -$403K 0.54% 50
2025
Q2 		$1.26M Sell
17,150
-9,245
-35% -$609K 0.1% 188
2025
Q1 		$1.63M Sell
26,395
-2,730
-9% -$184K 0.11% 197
2024
Q4 		$2M Buy
29,125
+5,665
+24% +$381K 0.11% 180
2024
Q3 		$1.44M Sell
23,460
-41,545
-64% -$2.59M 0.08% 233
2024
Q2 		$4.09M Buy
65,005
+4,570
+8% +$267K 0.25% 90
2024
Q1 		$3.46M Buy
60,435
+7,635
+14% +$421K 0.2% 116
2023
Q4 		$2.74M Buy
52,800
+3,420
+7% +$166K 0.18% 128
2023
Q3 		$2.24M Buy
49,380
+33,895
+219% +$1.6M 0.16% 143
2023
Q2 		$729K Buy
15,485
+4,490
+41% +$193K 0.05% 321
2023
Q1 		$450K Buy
10,995
+290
+3% +$11K 0.03% 448
2022
Q4 		$368K Sell
10,705
-1,965
-16% -$70.4K 0.03% 511
2022
Q3 		$375K Buy
+12,670
New +$499K 0.03% 490
2022
Q2 		– Sell
-12,920
Closed -$608K – 748
2022
Q1 		$608K Buy
12,920
+2,975
+30% +$138K 0.04% 402
2021
Q4 		$475K Sell
9,945
-1,980
-17% -$100K 0.03% 500
2021
Q3 		$560K Buy
11,925
+1,945
+19% +$94.1K 0.04% 455
2021
Q2 		$423K Sell
9,980
-3,120
-24% -$137K 0.03% 517
2021
Q1 		$543K Sell
13,100
-1,710
-12% -$70.5K 0.04% 463
2020
Q4 		$603K Sell
14,810
-420
-3% -$16.3K 0.04% 408
2020
Q3 		$564K Buy
15,230
+3,000
+25% +$108K 0.05% 352
2020
Q2 		$400K Buy
+12,230
New +$365K 0.04% 399
2019
Q2 		– Sell
-246,860
Closed -$6.14M – 479
2019
Q1 		$6.14M Sell
246,860
-1,775
-0.7% -$41.7K 0.76% 23
2018
Q4 		$5.32M Buy
248,635
+5,020
+2% +$116K 0.73% 26
2018
Q3 		$6.25M Buy
243,615
+275
+0.1% +$6.86K 0.7% 29
2018
Q2 		$5.82M Buy
243,340
+78,985
+48% +$1.84M 0.7% 31
2018
Q1 		$3.69M Buy
164,355
+22,420
+16% +$521K 0.48% 52
2017
Q4 		$3.16M Buy
+141,935
New +$3.09M 0.43% 59

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's MGK Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 31% in Q3 2025, selling an estimated $403K and leaving 11,905 shares worth $958K. The position accounts for 0.54% of the portfolio, ranked #50.

Financial Advocates Investment Management first reported a position in MGK in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.25M in Q3 2018. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • Financial Advocates Investment Management held 11,905 shares of Vanguard Morningstar Mega Cap Growth ETF worth $958K as of Q3 2025.
  • Financial Advocates Investment Management sold 5,245 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $403K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.54% of Financial Advocates Investment Management's portfolio in Q3 2025, its #50 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Financial Advocates Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.25M in Q3 2018.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.