MGIA
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Moneta Group Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Moneta Group Investment 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
Q2 		$7.01M Sell
79,740
-325,810
-80% -$27.8M 0.05% 144
2026
Q1 		$5.96M Buy
405,550
+324,635
+401% +$25.5M 0.04% 150
2025
Q4 		$6.68M Buy
80,915
+7,730
+11% +$635K 0.05% 138
2025
Q3 		$5.89M Buy
73,185
+7,585
+12% +$582K 0.05% 147
2025
Q2 		$4.8M Sell
65,600
-745
-1% -$49.1K 0.06% 142
2025
Q1 		$4.1M Buy
66,345
+380
+0.6% +$25.6K 0.06% 145
2024
Q4 		$4.53M Buy
65,965
+620
+0.9% +$41.7K 0.06% 138
2024
Q3 		$4.21M Sell
65,345
-1,235
-2% -$77K 0.06% 139
2024
Q2 		$4.18M Sell
66,580
-34,095
-34% -$1.99M 0.07% 136
2024
Q1 		$5.77M Sell
100,675
-1,005
-1% -$55.5K 0.09% 116
2023
Q4 		$5.28M Sell
101,680
-535
-0.5% -$26K 0.1% 104
2023
Q3 		$4.64M Sell
102,215
-160
-0.2% -$7.55K 0.11% 108
2023
Q2 		$4.82M Buy
102,375
+24,500
+31% +$1.06M 0.11% 105
2023
Q1 		$3.19M Buy
77,875
+9,080
+13% +$344K 0.08% 131
2022
Q4 		$2.62M Buy
68,795
+17,530
+34% +$628K 0.07% 131
2022
Q3 		$1.79M Sell
51,265
-2,645
-5% -$104K 0.07% 142
2022
Q2 		$1.96M Buy
53,910
+42,250
+362% +$1.7M 0.07% 144
2022
Q1 		$549K Sell
11,660
-285
-2% -$13.2K 0.02% 282
2021
Q4 		$623K Sell
11,945
-450
-4% -$22.8K 0.03% 267
2021
Q3 		$582K Buy
12,395
+1,030
+9% +$49.8K 0.03% 261
2021
Q2 		$526K Sell
11,365
-1,385
-11% -$61K 0.02% 278
2021
Q1 		$528K Sell
12,750
-35
-0.3% -$1.44K 0.03% 256
2020
Q4 		$521K Sell
12,785
-25
-0.2% -$968 0.04% 190
2020
Q3 		$475K Sell
12,810
-35
-0.3% -$1.26K 0.04% 172
2020
Q2 		$420K Sell
12,845
-770
-6% -$23K 0.04% 181
2020
Q1 		$346K Buy
13,615
+675
+5% +$19.5K 0.04% 186
2019
Q4 		$377K Buy
12,940
+10
+0.1% +$276 0.03% 193
2019
Q3 		$343K Sell
12,930
-585
-4% -$15.5K 0.03% 203
2019
Q2 		$350K Buy
13,515
+5
+0% +$127 0.03% 183
2019
Q1 		$336K Buy
13,510
+5
+0% +$117 0.04% 167
2018
Q4 		$289K Sell
13,505
-25
-0.2% -$579 0.03% 176
2018
Q3 		$347K Buy
+13,530
New +$338K 0.04% 171

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Moneta Group Investment Advisors's MGK Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $27.8M and leaving 79,740 shares worth $7.01M. The position accounts for 0.05% of the portfolio, ranked #144.

Moneta Group Investment Advisors first reported a position in MGK in Q3 2018 and has held it in 32 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Moneta Group Investment Advisors held 79,740 shares of Vanguard Morningstar Mega Cap Growth ETF worth $7.01M as of Q2 2026.
  • Moneta Group Investment Advisors sold 325,810 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $27.8M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.