M3 Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

M3 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	$2.71M	Buy	30,774 +13,659	+80%	+$1.17M	1.4%	17
2026 Q1	$1.26M	Buy	17,115 +190	+1%	+$14.9K	0.78%	30
2025 Q4	$1.4M	Buy	16,925 +50	+0.3%	+$4.11K	0.85%	27
2025 Q3	$1.36M	Buy	16,875 +875	+5%	+$67.2K	0.85%	28
2025 Q2	$1.17M	Buy	16,000 +4,510	+39%	+$297K	0.81%	27
2025 Q1	$710K	Buy	11,490 +2,885	+34%	+$195K	0.56%	37
2024 Q4	$591K	Buy	8,605 +955	+12%	+$64.3K	0.42%	51
2024 Q3	$493K	Buy	7,650 +1,070	+16%	+$66.7K	0.36%	64
2024 Q2	$413K	Buy	+6,580	New	+$384K	0.34%	73

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

M3 Advisory Group's MGK Position: Q2 2026 in Review

M3 Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, buying an estimated $1.17M and bringing the position to 30,774 shares worth $2.71M. The position accounts for 1.4% of the portfolio, ranked #17.

M3 Advisory Group first reported a position in MGK in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

M3 Advisory Group held 30,774 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.71M as of Q2 2026.
M3 Advisory Group bought 13,659 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.17M.
Vanguard Morningstar Mega Cap Growth ETF made up 1.4% of M3 Advisory Group's portfolio in Q2 2026, its #17 holding.
M3 Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.