UBS Group
MGK icon

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 		$1.98M Hold
22,500
– – ﹤0.01% 5119
2026
Q1 		$1.65M Buy
+22,500
New +$1.77M ﹤0.01% 5138

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. 1,017 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.
  • 1,017 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.