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Signature Estate & Investment Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Signature Estate & 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 		$822K Buy
9,350
+815
+10% +$69.6K 0.01% 326
2026
Q1 		$627K Buy
8,535
+140
+2% +$11K 0.01% 372
2025
Q4 		$693K Sell
8,395
-215
-2% -$17.7K 0.01% 328
2025
Q3 		$693K Buy
8,610
+2,910
+51% +$223K 0.01% 318
2025
Q2 		$417K Sell
5,700
-1,380
-19% -$90.9K 0.01% 398
2025
Q1 		$437K Buy
7,080
+5
+0.1% +$337 0.01% 368
2024
Q4 		$486K Buy
7,075
+605
+9% +$40.7K 0.01% 334
2024
Q3 		$417K Buy
6,470
+15
+0.2% +$936 0.01% 345
2024
Q2 		$406K Buy
+6,455
New +$377K 0.01% 328
2022
Q1 		– Sell
-26,135
Closed -$1.36M – 170
2021
Q4 		$1.36M Buy
26,135
+1,685
+7% +$85.3K 0.06% 84
2021
Q3 		$1.15M Buy
24,450
+845
+4% +$40.9K 0.06% 86
2021
Q2 		$1.09M Sell
23,605
-670
-3% -$29.5K 0.05% 87
2021
Q1 		$1M Buy
24,275
+1,380
+6% +$56.9K 0.05% 96
2020
Q4 		$933K Buy
22,895
+5,310
+30% +$206K 0.05% 94
2020
Q3 		$652K Buy
17,585
+2,085
+13% +$75.1K 0.04% 98
2020
Q2 		$507K Buy
+15,500
New +$463K 0.04% 97

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

Signature Estate & Investment Advisors's MGK Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 9.5% in Q2 2026, buying an estimated $69.6K and bringing the position to 9,350 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #326.

Signature Estate & Investment Advisors first reported a position in MGK in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.36M in Q4 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Signature Estate & Investment Advisors held 9,350 shares of Vanguard Morningstar Mega Cap Growth ETF worth $822K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 815 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $69.6K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #326 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.36M in Q4 2021.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.