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

Sheaff Brock 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
2025
Q1 		$334K Hold
5,400
– – 0.03% 317
2024
Q4 		$371K Hold
5,400
– – 0.03% 300
2024
Q3 		$348K Buy
5,400
+5
+0.1% +$312 0.03% 311
2024
Q2 		$339K Sell
5,395
-9,110
-63% -$532K 0.03% 306
2024
Q1 		$832K Sell
14,505
-260
-2% -$14.3K 0.05% 215
2023
Q4 		$766K Buy
14,765
+35
+0.2% +$1.7K 0.06% 211
2023
Q3 		$668K Sell
14,730
-430
-3% -$20.3K 0.06% 209
2023
Q2 		$713K Buy
15,160
+6,030
+66% +$260K 0.06% 207
2023
Q1 		$373K Sell
9,130
-440
-5% -$16.7K 0.03% 312
2022
Q4 		$329K Buy
9,570
+470
+5% +$16.8K 0.03% 322
2022
Q3 		$317K Hold
9,100
– – 0.03% 316
2022
Q2 		$331K Hold
9,100
– – 0.03% 318
2022
Q1 		$428K Buy
9,100
+35
+0.4% +$1.62K 0.03% 305
2021
Q4 		$473K Hold
9,065
– – 0.03% 289
2021
Q3 		$426K Sell
9,065
-570
-6% -$27.6K 0.03% 299
2021
Q2 		$446K Sell
9,635
-640
-6% -$28.2K 0.03% 284
2021
Q1 		$426K Sell
10,275
-6,180
-38% -$255K 0.03% 280
2020
Q4 		$670K Buy
16,455
+5
+0% +$194 0.06% 195
2020
Q3 		$610K Buy
16,450
+1,230
+8% +$44.3K 0.06% 199
2020
Q2 		$498K Hold
15,220
– – 0.05% 219
2020
Q1 		$387K Sell
15,220
-1,180
-7% -$34.1K 0.05% 221
2019
Q4 		$478K Buy
16,400
+6,000
+58% +$166K 0.05% 254
2019
Q3 		$276K Hold
10,400
– – 0.03% 349
2019
Q2 		$269K Sell
10,400
-195
-2% -$4.96K 0.03% 357
2019
Q1 		$263K Hold
10,595
– – 0.03% 371
2018
Q4 		$227K Hold
10,595
– – 0.04% 370
2018
Q3 		$272K Sell
10,595
-935
-8% -$23.3K 0.03% 372
2018
Q2 		$274K Sell
11,530
-300
-3% -$7K 0.03% 385
2018
Q1 		$266K Hold
11,830
– – 0.03% 384
2017
Q4 		$263K Hold
11,830
– – 0.03% 378
2017
Q3 		$248K Buy
+11,830
New +$244K 0.03% 408

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 $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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's MGK Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2025 at 5,400 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #317.

Sheaff Brock Investment Advisors first reported a position in MGK in Q3 2017 and has held it in 31 quarters since. The position peaked at $832K in Q1 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Sheaff Brock Investment Advisors held 5,400 shares of Vanguard Morningstar Mega Cap Growth ETF worth $334K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #317 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2017 and has held it in 31 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $832K in Q1 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.