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

United Advisor 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 Q3	$1.01M	Buy	10,867 +2,215	+26%	+$198K	0.1%	224
2026 Q2	$761K	Buy	8,652 +72	+0.8%	+$6.14K	0.08%	254
2026 Q1	$630K	Sell	8,580 -530	-6%	-$41.6K	0.08%	245
2025 Q4	$752K	Sell	9,110 -1,230	-12%	-$101K	0.09%	221
2025 Q3	$832K	Buy	10,340 +4,740	+85%	+$364K	0.11%	194
2025 Q2	$410K	Sell	5,600 -4,870	-47%	-$321K	0.07%	259
2025 Q1	$647K	Buy	10,470 +3,400	+48%	+$229K	0.13%	155
2024 Q4	$486K	Sell	7,070 -24,810	-78%	-$1.67M	0.1%	199
2024 Q3	$2.05M	Buy	+31,880	New	+$1.99M	0.46%	59
2024 Q2	–	Sell	-19,525	Closed	-$1.12M	–	272
2024 Q1	$1.12M	Buy	19,525 +1,350	+7%	+$74.5K	0.42%	66
2023 Q4	$946K	Buy	+18,175	New	+$882K	1.14%	18

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

United Advisor Group's MGK Position: Q3 2026 in Review

United Advisor Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 26% in Q3 2026, buying an estimated $198K and bringing the position to 10,867 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #224.

United Advisor Group first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2024. 636 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

United Advisor Group held 10,867 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.01M as of Q3 2026.
United Advisor Group bought 2,215 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $198K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #224 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.05M in Q3 2024.
636 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.