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OneDigital Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

OneDigital 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 		$748K Sell
8,505
-1,065
-11% -$90.9K 0.01% 871
2026
Q1 		$703K Sell
9,570
-2,780
-23% -$218K 0.01% 815
2025
Q4 		$1.02M Buy
12,350
+85
+0.7% +$6.98K 0.01% 672
2025
Q3 		$987K Buy
12,265
+7,070
+136% +$543K 0.01% 655
2025
Q2 		$381K Hold
5,195
– – ﹤0.01% 1035
2025
Q1 		$321K Sell
5,195
-6,305
-55% -$425K ﹤0.01% 1064
2024
Q4 		$790K Sell
11,500
-1,445
-11% -$97.3K 0.01% 717
2024
Q3 		$834K Sell
12,945
-80
-0.6% -$4.99K 0.01% 726
2024
Q2 		$818K Buy
13,025
+475
+4% +$27.7K 0.01% 691
2024
Q1 		$719K Sell
12,550
-35
-0.3% -$1.93K 0.01% 612
2023
Q4 		$653K Buy
12,585
+6,460
+105% +$313K 0.01% 620
2023
Q3 		$278K Buy
6,125
+10
+0.2% +$472 0.01% 834
2023
Q2 		$288K Sell
6,115
-1,745
-22% -$75.2K 0.01% 843
2023
Q1 		$321K Buy
+7,860
New +$298K 0.01% 762
2022
Q4 		– Sell
-8,205
Closed -$286K – 838
2022
Q3 		$286K Buy
8,205
+1,215
+17% +$47.8K 0.01% 615
2022
Q2 		$254K Sell
6,990
-4,265
-38% -$172K 0.01% 601
2022
Q1 		$530K Buy
11,255
+830
+8% +$38.4K 0.02% 426
2021
Q4 		$544K Sell
10,425
-1,645
-14% -$83.3K 0.02% 426
2021
Q3 		$567K Sell
12,070
-1,640
-12% -$79.3K 0.02% 388
2021
Q2 		$634K Buy
13,710
+3,035
+28% +$134K 0.03% 352
2021
Q1 		$442K Sell
10,675
-260
-2% -$10.7K 0.02% 408
2020
Q4 		$446K Buy
10,935
+4,660
+74% +$180K 0.02% 381
2020
Q3 		$233K Buy
+6,275
New +$226K 0.02% 509
2019
Q3 		– Sell
-3,845
Closed -$100K – 923
2019
Q2 		$100K Hold
3,845
– – 0.01% 461
2019
Q1 		$96K Buy
3,845
+2,265
+143% +$53.2K 0.01% 378
2018
Q4 		$34K Buy
1,580
+5
+0.3% +$116 0.01% 539
2018
Q3 		$40K Buy
1,575
+5
+0.3% +$125 0.01% 460
2018
Q2 		$37K Hold
1,570
– – 0.01% 589
2018
Q1 		$35K Buy
1,570
+10
+0.6% +$232 0.01% 621
2017
Q4 		$35K Buy
1,560
+5
+0.3% +$109 ﹤0.01% 610
2017
Q3 		$33K Hold
1,555
– – 0.01% 485
2017
Q2 		$31K Buy
+1,555
New +$30.8K 0.01% 602

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

OneDigital Investment Advisors's MGK Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, selling an estimated $90.9K and leaving 8,505 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #871.

OneDigital Investment Advisors first reported a position in MGK in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.02M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • OneDigital Investment Advisors held 8,505 shares of Vanguard Morningstar Mega Cap Growth ETF worth $748K as of Q2 2026.
  • OneDigital Investment Advisors sold 1,065 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $90.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #871 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2017 and has held it in 32 quarters since.
  • OneDigital Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.02M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.