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Private Advisor Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Private Advisor Group’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
2025
Q1 		– Sell
-250,000
Closed -$4.38K – 2369
2024
Q4 		$4.38K Buy
250,000
+248,500
+16,567% +$16.7M ﹤0.01% 2263
2024
Q3 		$1.74K Buy
+1,500
New +$93.6K ﹤0.01% 2409

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

Private Advisor Group's MGK Position: Q2 2026 in Review

Private Advisor Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, selling an estimated $1.41M and leaving 98,378 shares worth $8.65M. The position accounts for 0.04% of the portfolio, ranked #435.

Private Advisor Group first reported a position in MGK in Q4 2013 and has held it in 51 quarters since. The position peaked at $11.4M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Private Advisor Group held 98,378 shares of Vanguard Morningstar Mega Cap Growth ETF worth $8.65M as of Q2 2026.
  • Private Advisor Group sold 16,482 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.41M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #435 holding.
  • Private Advisor Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $11.4M in Q4 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.