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

Regal 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 		$537K Sell
7,300
-21,365
-75% -$1.68M 0.03% 413
2025
Q4 		$2.37M Sell
28,665
-775
-3% -$63.7K 0.14% 169
2025
Q3 		$2.37M Sell
29,440
-150
-0.5% -$11.5K 0.15% 161
2025
Q2 		$2.17M Sell
29,590
-2,020
-6% -$133K 0.16% 146
2025
Q1 		$1.95M Sell
31,610
-1,225
-4% -$82.7K 0.16% 152
2024
Q4 		$2.26M Sell
32,835
-1,125
-3% -$75.7K 0.17% 142
2024
Q3 		$2.19M Sell
33,960
-1,045
-3% -$65.2K 0.15% 165
2024
Q2 		$2.2M Buy
35,005
+655
+2% +$38.2K 0.14% 164
2024
Q1 		$1.97M Buy
34,350
+10,680
+45% +$589K 0.13% 174
2023
Q4 		$1.23M Buy
23,670
+18,155
+329% +$881K 0.09% 204
2023
Q3 		$250K Buy
5,515
+5
+0.1% +$236 0.02% 422
2023
Q2 		$259K Buy
5,510
+10
+0.2% +$431 0.02% 425
2023
Q1 		$225K Buy
+5,500
New +$208K 0.02% 461
2022
Q2 		– Sell
-5,465
Closed -$257K – 533
2022
Q1 		$257K Buy
5,465
+120
+2% +$5.56K 0.02% 448
2021
Q4 		$279K Sell
5,345
-915
-15% -$46.3K 0.02% 443
2021
Q3 		$294K Sell
6,260
-1,400
-18% -$67.7K 0.03% 427
2021
Q2 		$355K Buy
+7,660
New +$337K 0.04% 378
2021
Q1 		– Sell
-7,070
Closed -$288K – 274
2020
Q4 		$288K Buy
+7,070
New +$274K 0.03% 371
2020
Q3 		– Sell
-6,260
Closed -$205K – 166
2020
Q2 		$205K Buy
+6,260
New +$187K 0.04% 310

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

Regal Investment Advisors's MGK Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 75% in Q1 2026, selling an estimated $1.68M and leaving 7,300 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #413.

Regal Investment Advisors first reported a position in MGK in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.37M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Regal Investment Advisors held 7,300 shares of Vanguard Mega Cap Growth ETF worth $537K as of Q1 2026.
  • Regal Investment Advisors sold 21,365 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.68M.
  • Vanguard Mega Cap Growth ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #413 holding.
  • Regal Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • Regal Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $2.37M in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.