Univest Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Univest Financial’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	$17.2M	Sell	195,558 -1,062	-0.5%	-$90.6K	0.84%	25
2026 Q1	$14.4M	Buy	196,620 +152,370	+344%	+$12M	0.81%	27
2025 Q4	$3.65M	Buy	44,250 +41,620	+1,583%	+$3.42M	0.19%	90
2025 Q3	$212K	Sell	2,630 -455	-15%	-$34.9K	0.01%	251
2025 Q2	$226K	Buy	+3,085	New	+$203K	0.01%	247
2025 Q1	–	Sell	-6,360	Closed	-$437K	–	283
2024 Q4	$437K	Buy	6,360 +2,025	+47%	+$136K	0.03%	207
2024 Q3	$279K	Hold	4,335	–	–	0.02%	246
2024 Q2	$272K	Sell	4,335 -1,235	-22%	-$72.1K	0.08%	113
2024 Q1	$319K	Sell	5,570 -930	-14%	-$51.3K	0.09%	88
2023 Q4	$337K	Hold	6,500	–	–	0.1%	85
2023 Q3	$295K	Hold	6,500	–	–	0.1%	79
2023 Q2	$306K	Hold	6,500	–	–	0.09%	80
2023 Q1	$266K	Sell	6,500 -925	-12%	-$35.1K	0.08%	82
2022 Q4	$256K	Hold	7,425	–	–	0.08%	91
2022 Q3	$259K	Sell	7,425 -210	-3%	-$8.27K	0.08%	89
2022 Q2	$277K	Hold	7,635	–	–	0.09%	85
2022 Q1	$359K	Hold	7,635	–	–	0.1%	79
2021 Q4	$398K	Hold	7,635	–	–	0.1%	76
2021 Q3	$359K	Sell	7,635 -650	-8%	-$31.4K	0.1%	80
2021 Q2	$383K	Hold	8,285	–	–	0.11%	78
2021 Q1	$343K	Hold	8,285	–	–	0.1%	86
2020 Q4	$338K	Hold	8,285	–	–	0.1%	83
2020 Q3	$307K	Hold	8,285	–	–	0.1%	82
2020 Q2	$271K	Buy	+8,285	New	+$247K	0.09%	89

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

Univest Financial's MGK Position: Q2 2026 in Review

Univest Financial reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.54% in Q2 2026, selling an estimated $90.6K and leaving 195,558 shares worth $17.2M. The position accounts for 0.84% of the portfolio, ranked #25.

Univest Financial first reported a position in MGK in Q2 2020 and has held it in 24 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Univest Financial held 195,558 shares of Vanguard Morningstar Mega Cap Growth ETF worth $17.2M as of Q2 2026.
Univest Financial sold 1,062 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $90.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.84% of Univest Financial's portfolio in Q2 2026, its #25 holding.
Univest Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.