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

Tactive 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 Q3	$5.94M	Sell	64,140 -400	-0.6%	-$35.7K	1.43%	14
2026 Q2	$5.67M	Buy	64,540 +2,640	+4%	+$225K	1.4%	15
2026 Q1	$4.55M	Buy	61,900 +4,705	+8%	+$370K	1.28%	19
2025 Q4	$4.72M	Sell	57,195 -3,775	-6%	-$310K	1.38%	15
2025 Q3	$4.91M	Buy	60,970 +320	+0.5%	+$24.6K	1.39%	17
2025 Q2	$4.44M	Buy	+60,650	New	+$4M	1.44%	17
2024 Q1	$7.07M	Buy	123,405 +47,820	+63%	+$2.64M	3.76%	5
2023 Q4	$3.92M	Buy	75,585 +69,890	+1,227%	+$3.39M	2.52%	11
2023 Q3	$258K	Hold	5,695	–	–	0.22%	55
2023 Q2	$268K	Buy	+5,695	New	+$245K	0.2%	55

Other funds holding MGK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Tactive Advisors's MGK Position: Q3 2026 in Review

Tactive Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.62% in Q3 2026, selling an estimated $35.7K and leaving 64,140 shares worth $5.94M. The position accounts for 1.43% of the portfolio, ranked #14.

Tactive Advisors first reported a position in MGK in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.07M in Q1 2024. 132 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Tactive Advisors held 64,140 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.94M as of Q3 2026.
Tactive Advisors sold 400 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $35.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.43% of Tactive Advisors's portfolio in Q3 2026, its #14 holding.
Tactive Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
Tactive Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $7.07M in Q1 2024.
132 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.