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

Operose 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 		– Sell
-1,335
Closed -$110K – 632
2025
Q4 		$110K Hold
1,335
– – 0.03% 205
2025
Q3 		$107K Buy
+1,335
New +$102K 0.03% 192

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Operose Advisors's MGK Position: Q1 2026 in Review

Operose Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 1,335 shares — an estimated $110K sold.

Operose Advisors first reported a position in MGK in Q3 2025 and held it in 2 quarters. The position peaked at $110K in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Operose Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 1,335 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $110K.
  • Operose Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Operose Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $110K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

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