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United Capital Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

United Capital Financial Advisors’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 		$4.18M Sell
47,512
-1,738
-4% -$148K 0.02% 416
2026
Q1 		$3.62M Sell
49,250
-1,825
-4% -$143K 0.02% 429
2025
Q4 		$4.22M Buy
51,075
+5,125
+11% +$421K 0.03% 378
2025
Q3 		$3.7M Sell
45,950
-50
-0.1% -$3.84K 0.03% 343
2025
Q2 		$3.37M Buy
46,000
+985
+2% +$64.9K 0.03% 338
2025
Q1 		$2.78M Sell
45,015
-210
-0.5% -$14.2K 0.02% 361
2024
Q4 		$3.11M Buy
45,225
+60
+0.1% +$4.04K 0.03% 337
2024
Q3 		$2.91M Sell
45,165
-7,490
-14% -$467K 0.02% 347
2024
Q2 		$3.31M Buy
52,655
+2,630
+5% +$153K 0.03% 325
2024
Q1 		$2.87M Sell
50,025
-1,130
-2% -$62.3K 0.02% 363
2023
Q4 		$2.66M Sell
51,155
-1,175
-2% -$57K 0.02% 372
2023
Q3 		$2.37M Sell
52,330
-740
-1% -$34.9K 0.02% 402
2023
Q2 		$2.5M Sell
53,070
-995
-2% -$42.9K 0.01% 411
2023
Q1 		$2.21M Sell
54,065
-5,605
-9% -$212K 0.01% 433
2022
Q4 		$2.05M Sell
59,670
-1,515
-2% -$54.2K 0.01% 476
2022
Q3 		$2.13M Sell
61,185
-3,590
-6% -$141K 0.01% 462
2022
Q2 		$2.35M Sell
64,775
-1,320
-2% -$53.1K 0.01% 462
2022
Q1 		$3.11M Sell
66,095
-15,490
-19% -$718K 0.02% 442
2021
Q4 		$4.25M Sell
81,585
-15,400
-16% -$780K 0.02% 396
2021
Q3 		$4.55M Buy
96,985
+1,675
+2% +$81K 0.02% 388
2021
Q2 		$4.41M Buy
95,310
+11,660
+14% +$513K 0.02% 392
2021
Q1 		$3.46M Buy
83,650
+2,335
+3% +$96.2K 0.02% 409
2020
Q4 		$3.31M Sell
81,315
-2,475
-3% -$95.8K 0.02% 413
2020
Q3 		$3.11M Sell
83,790
-10,140
-11% -$365K 0.02% 421
2020
Q2 		$3.07M Sell
93,930
-13,605
-13% -$406K 0.02% 438
2020
Q1 		$2.73M Sell
107,535
-11,340
-10% -$328K 0.02% 441
2019
Q4 		$3.46M Buy
118,875
+2,445
+2% +$67.5K 0.02% 487
2019
Q3 		$3.09M Sell
116,430
-25,945
-18% -$686K 0.02% 504
2019
Q2 		$3.69M Buy
142,375
+20,235
+17% +$515K 0.02% 478
2019
Q1 		$3.04M Buy
122,140
+2,645
+2% +$62.1K 0.02% 508
2018
Q4 		$2.56M Buy
+119,495
New +$2.77M 0.02% 505

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
UBS Group
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
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

United Capital Financial Advisors's MGK Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.5% in Q2 2026, selling an estimated $148K and leaving 47,512 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #416.

United Capital Financial Advisors first reported a position in MGK in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.55M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • United Capital Financial Advisors held 47,512 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.18M as of Q2 2026.
  • United Capital Financial Advisors sold 1,738 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $148K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #416 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.55M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.