MGIA
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Moneta Group Investment Advisors’s Vanguard 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
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 $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's MGK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 401% in Q1 2026, buying an estimated $25.5M and bringing the position to 405,550 shares worth $5.96M. The position accounts for 0.04% of the portfolio, ranked #150.

Moneta Group Investment Advisors first reported a position in MGK in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.68M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Moneta Group Investment Advisors held 405,550 shares of Vanguard Mega Cap Growth ETF worth $5.96M as of Q1 2026.
  • Moneta Group Investment Advisors bought 324,635 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $25.5M.
  • Vanguard Mega Cap Growth ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • Moneta Group Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $6.68M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.