UBS Group
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UBS Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

UBS Group’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 		$453M Sell
5,148,612
-40,033
-0.8% -$3.42M 0.06% 328
2026
Q1 		$381M Sell
5,188,645
-311,460
-6% -$24.5M 0.06% 344
2025
Q4 		$454M Buy
5,500,105
+45,490
+0.8% +$3.74M 0.07% 258
2025
Q3 		$439M Buy
5,454,615
+611,375
+13% +$46.9M 0.07% 271
2025
Q2 		$355M Buy
4,843,240
+392,725
+9% +$25.9M 0.06% 307
2025
Q1 		$275M Buy
4,450,515
+364,285
+9% +$24.6M 0.05% 379
2024
Q4 		$281M Sell
4,086,230
-73,890
-2% -$4.97M 0.05% 361
2024
Q3 		$268M Sell
4,160,120
-49,885
-1% -$3.11M 0.06% 306
2024
Q2 		$265M Buy
4,210,005
+69,650
+2% +$4.06M 0.07% 279
2024
Q1 		$237M Buy
4,140,355
+82,240
+2% +$4.54M 0.06% 314
2023
Q4 		$211M Sell
4,058,115
-35,040
-0.9% -$1.7M 0.06% 320
2023
Q3 		$186M Sell
4,093,155
-134,610
-3% -$6.35M 0.06% 306
2023
Q2 		$199M Buy
4,227,765
+377,920
+10% +$16.3M 0.07% 280
2023
Q1 		$157M Buy
3,849,845
+122,950
+3% +$4.66M 0.06% 326
2022
Q4 		$128M Sell
3,726,895
-506,110
-12% -$18.1M 0.05% 397
2022
Q3 		$148M Buy
4,233,005
+192,845
+5% +$7.59M 0.06% 303
2022
Q2 		$147M Buy
4,040,160
+181,255
+5% +$7.29M 0.06% 324
2022
Q1 		$182M Buy
3,858,905
+558,985
+17% +$25.9M 0.06% 328
2021
Q4 		$172M Buy
3,299,920
+146,595
+5% +$7.42M 0.05% 386
2021
Q3 		$148M Sell
3,153,325
-56,865
-2% -$2.75M 0.05% 393
2021
Q2 		$149M Sell
3,210,190
-265,090
-8% -$11.7M 0.05% 386
2021
Q1 		$144M Sell
3,475,280
-126,285
-4% -$5.2M 0.05% 371
2020
Q4 		$147M Sell
3,601,565
-325,025
-8% -$12.6M 0.05% 360
2020
Q3 		$146M Sell
3,926,590
-480,115
-11% -$17.3M 0.05% 303
2020
Q2 		$144M Buy
4,406,705
+166,470
+4% +$4.97M 0.06% 294
2020
Q1 		$108M Buy
4,240,235
+198,235
+5% +$5.73M 0.05% 325
2019
Q4 		$118M Sell
4,042,000
-49,485
-1% -$1.37M 0.04% 400
2019
Q3 		$109M Sell
4,091,485
-695
-0% -$18.4K 0.04% 386
2019
Q2 		$106M Buy
4,092,180
+99,615
+2% +$2.54M 0.04% 384
2019
Q1 		$99.3M Sell
3,992,565
-808,955
-17% -$19M 0.04% 390
2018
Q4 		$103M Buy
4,801,520
+445,670
+10% +$10.3M 0.05% 360
2018
Q3 		$112M Sell
4,355,850
-496,975
-10% -$12.4M 0.04% 376
2018
Q2 		$115M Buy
4,852,825
+517,640
+12% +$12.1M 0.05% 358
2018
Q1 		$97.3M Sell
4,335,185
-167,060
-4% -$3.88M 0.04% 395
2017
Q4 		$100M Sell
4,502,245
-8,260
-0.2% -$180K 0.04% 412
2017
Q3 		$94.5M Buy
4,510,505
+3,155
+0.1% +$65K 0.04% 386
2017
Q2 		$90.2M Sell
4,507,350
-167,485
-4% -$3.32M 0.05% 379
2017
Q1 		$89.5M Buy
4,674,835
+812,250
+21% +$15.1M 0.05% 369
2016
Q4 		$67.3M Buy
3,862,585
+348,080
+10% +$6.03M 0.04% 432
2016
Q3 		$61.5M Buy
3,514,505
+7,375
+0.2% +$128K 0.04% 449
2016
Q2 		$58.5M Sell
3,507,130
-86,705
-2% -$1.45M 0.04% 438
2016
Q1 		$59.8M Sell
3,593,835
-41,460
-1% -$653K 0.04% 410
2015
Q4 		$60.4M Buy
3,635,295
+917,810
+34% +$15.4M 0.04% 451
2015
Q3 		$42.3M Buy
2,717,485
+31,760
+1% +$524K 0.03% 529
2015
Q2 		$44.6M Sell
2,685,725
-6,740
-0.3% -$114K 0.03% 565
2015
Q1 		$44.9M Sell
2,692,465
-186,245
-6% -$3.08M 0.03% 550
2014
Q4 		$46.8M Buy
+2,878,710
New +$45.8M 0.03% 562

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's MGK Position: Q2 2026 in Review

UBS Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.77% in Q2 2026, selling an estimated $3.42M and leaving 5,148,612 shares worth $453M. The position accounts for 0.06% of the portfolio, ranked #328.

UBS Group first reported a position in MGK in Q4 2014 and has held it in 47 quarters since. The position peaked at $454M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • UBS Group held 5,148,612 shares of Vanguard Morningstar Mega Cap Growth ETF worth $453M as of Q2 2026.
  • UBS Group sold 40,033 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.42M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of UBS Group's portfolio in Q2 2026, its #328 holding.
  • UBS Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $454M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.