Univest Financial’s Vanguard 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 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 $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

Univest Financial's MGK Position: Q1 2026 in Review

Univest Financial increased its Vanguard Mega Cap Growth ETF (MGK) stake by 344% in Q1 2026, buying an estimated $12M and bringing the position to 196,620 shares worth $14.4M. The position accounts for 0.81% of the portfolio, ranked #27.

Univest Financial first reported a position in MGK in Q2 2020 and has held it in 23 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Univest Financial held 196,620 shares of Vanguard Mega Cap Growth ETF worth $14.4M as of Q1 2026.
Univest Financial bought 152,370 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $12M.
Vanguard Mega Cap Growth ETF made up 0.81% of Univest Financial's portfolio in Q1 2026, its #27 holding.
Univest Financial first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.