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Regal Investment Advisors’s Vanguard Morningstar 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
Q2 		$641K Sell
7,292
-8
-0.1% -$683 0.03% 415
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 $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

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

Regal Investment Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.11% in Q2 2026, selling an estimated $683 and leaving 7,292 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #415.

Regal Investment Advisors first reported a position in MGK in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.37M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Regal Investment Advisors held 7,292 shares of Vanguard Morningstar Mega Cap Growth ETF worth $641K as of Q2 2026.
  • Regal Investment Advisors sold 8 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $683.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #415 holding.
  • Regal Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Regal Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.37M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.