Stratos Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Stratos Wealth 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	$288K	Hold	3,925	–	–	0.02%	490
2025 Q4	$324K	Hold	3,925	–	–	0.02%	513
2025 Q3	$316K	Hold	3,925	–	–	0.02%	540
2025 Q2	$287K	Hold	3,925	–	–	0.02%	553
2025 Q1	$242K	Buy	+3,925	New	+$265K	0.01%	585
2022 Q1	–	Sell	-38,795	Closed	-$2.02M	–	557
2021 Q4	$2.02M	Sell	38,795 -12,740	-25%	-$645K	0.15%	184
2021 Q3	$2.42M	Buy	+51,535	New	+$2.49M	0.21%	136

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's MGK Position: Q1 2026 in Review

Stratos Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 3,925 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #490.

Stratos Wealth Advisors first reported a position in MGK in Q3 2021 and has held it in 7 quarters since. The position peaked at $2.42M in Q3 2021. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Stratos Wealth Advisors held 3,925 shares of Vanguard Morningstar Mega Cap Growth ETF worth $288K as of Q1 2026.
Stratos Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #490 holding.
Stratos Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 7 quarters since.
Stratos Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.42M in Q3 2021.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.