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 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 $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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

United Advisor Group's MGK Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.84% in Q2 2026, buying an estimated $6.14K and bringing the position to 8,652 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #254.

United Advisor Group first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

United Advisor Group held 8,652 shares of Vanguard Morningstar Mega Cap Growth ETF worth $761K as of Q2 2026.
United Advisor Group bought 72 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $6.14K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #254 holding.
United Advisor Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.05M in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.