MA
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Mutual Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Mutual 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 		$3.52M Buy
37,991
+3,770
+11% +$336K 0.06% 290
2026
Q2 		$3.01M Buy
34,221
+1,336
+4% +$114K 0.06% 317
2026
Q1 		$2.42M Buy
32,885
+2,105
+7% +$165K 0.05% 338
2025
Q4 		$2.54M Buy
30,780
+1,645
+6% +$135K 0.05% 308
2025
Q3 		$2.38M Buy
29,135
+2,335
+9% +$179K 0.05% 318
2025
Q2 		$2.03M Buy
26,800
+1,980
+8% +$130K 0.05% 313
2025
Q1 		$1.56M Buy
24,820
+2,515
+11% +$170K 0.04% 343
2024
Q4 		$1.53M Sell
22,305
-260
-1% -$17.5K 0.04% 350
2024
Q3 		$1.48M Buy
22,565
+2,265
+11% +$141K 0.04% 348
2024
Q2 		$1.23M Buy
20,300
+1,425
+8% +$83.1K 0.04% 419
2024
Q1 		$1.08M Buy
18,875
+3,955
+27% +$218K 0.03% 451
2023
Q4 		$774K Buy
14,920
+1,225
+9% +$59.4K 0.03% 524
2023
Q3 		$621K Buy
13,695
+1,445
+12% +$68.2K 0.02% 564
2023
Q2 		$577K Buy
12,250
+125
+1% +$5.39K 0.02% 595
2023
Q1 		$496K Buy
12,125
+150
+1% +$5.68K 0.02% 621
2022
Q4 		$412K Sell
11,975
-700
-6% -$25.1K 0.02% 643
2022
Q3 		$442K Buy
12,675
+480
+4% +$18.9K 0.02% 594
2022
Q2 		$443K Buy
12,195
+435
+4% +$17.5K 0.03% 569
2022
Q1 		$554K Buy
11,760
+1,305
+12% +$60.4K 0.03% 543
2021
Q4 		$545K Buy
10,455
+1,350
+15% +$68.4K 0.03% 556
2021
Q3 		$428K Buy
+9,105
New +$440K 0.03% 594
2020
Q2 		– Sell
-26,335
Closed -$669K – 668
2020
Q1 		$669K Buy
+26,335
New +$761K 0.09% 236

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mutual Advisors's MGK Position: Q3 2026 in Review

Mutual Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q3 2026, buying an estimated $336K and bringing the position to 37,991 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #290.

Mutual Advisors first reported a position in MGK in Q1 2020 and has held it in 22 quarters since. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Mutual Advisors held 37,991 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.52M as of Q3 2026.
  • Mutual Advisors bought 3,770 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $336K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Mutual Advisors's portfolio in Q3 2026, its #290 holding.
  • Mutual Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.