United Advisor Group’s Vanguard 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 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 $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Advisor Group's MGK Position: Q1 2026 in Review

United Advisor Group reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 5.8% in Q1 2026, selling an estimated $41.6K and leaving 8,580 shares worth $630K. The position accounts for 0.08% of the portfolio, ranked #245.

United Advisor Group first reported a position in MGK in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.05M in Q3 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

United Advisor Group held 8,580 shares of Vanguard Mega Cap Growth ETF worth $630K as of Q1 2026.
United Advisor Group sold 530 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $41.6K.
Vanguard Mega Cap Growth ETF made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #245 holding.
United Advisor Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
United Advisor Group's Vanguard Mega Cap Growth ETF position peaked at $2.05M in Q3 2024.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.