MFA Wealth Advisors
MGK icon

MFA Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

MFA Wealth 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 		$626K Sell
6,752
-1,110
-14% -$99K 0.11% 66
2026
Q2 		$691K Buy
7,862
+2
+0% +$171 0.12% 63
2026
Q1 		$578K Sell
7,860
-365
-4% -$28.7K 0.11% 61
2025
Q4 		$679K Hold
8,225
– – 0.14% 60
2025
Q3 		$662K Sell
8,225
-5
-0.1% -$384 0.14% 62
2025
Q2 		$603K Sell
8,230
-8,565
-51% -$564K 0.14% 60
2025
Q1 		$1.04M Sell
16,795
-980
-6% -$66.1K 0.26% 43
2024
Q4 		$1.22M Sell
17,775
-11,990
-40% -$807K 0.31% 40
2024
Q3 		$1.92M Sell
29,765
-477,055
-94% -$29.8M 0.42% 43
2024
Q2 		$31.8M Sell
506,820
-3,560
-0.7% -$208K 6.96% 3
2024
Q1 		$29.3M Sell
510,380
-17,445
-3% -$963K 7.69% 3
2023
Q4 		$27.4M Sell
527,825
-8,215
-2% -$399K 7.7% 4
2023
Q3 		$24.3M Sell
536,040
-18,715
-3% -$883K 7.55% 4
2023
Q2 		$26.1M Buy
+554,755
New +$23.9M 8.22% 3

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

MFA Wealth Advisors's MGK Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q3 2026, selling an estimated $99K and leaving 6,752 shares worth $626K. The position accounts for 0.11% of the portfolio, ranked #66.

MFA Wealth Advisors first reported a position in MGK in Q2 2023 and has held it in 14 quarters since. The position peaked at $31.8M in Q2 2024. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • MFA Wealth Advisors held 6,752 shares of Vanguard Morningstar Mega Cap Growth ETF worth $626K as of Q3 2026.
  • MFA Wealth Advisors sold 1,110 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $99K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of MFA Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • MFA Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • MFA Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $31.8M in Q2 2024.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.