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USAdvisors Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

USAdvisors Wealth Management’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
2025
Q2 		– Sell
-21,285
Closed -$1.31M – 143
2025
Q1 		$1.31M Sell
21,285
-7,775
-27% -$525K 0.46% 51
2024
Q4 		$2M Sell
29,060
-1,895
-6% -$128K 0.65% 42
2024
Q3 		$1.98M Sell
30,955
-310
-1% -$19.3K 0.69% 42
2024
Q2 		$1.96M Sell
31,265
-15,485
-33% -$903K 0.69% 40
2024
Q1 		$2.69M Sell
46,750
-765
-2% -$42.2K 1.01% 34
2023
Q4 		$2.47M Sell
47,515
-107,390
-69% -$5.21M 1.02% 34
2023
Q3 		$7.03M Buy
154,905
+13,525
+10% +$638K 3.14% 4
2023
Q2 		$6.65M Sell
141,380
-31,825
-18% -$1.37M 3.15% 5
2023
Q1 		$7.08M Sell
173,205
-28,915
-14% -$1.1M 3.37% 5
2022
Q4 		$6.96M Buy
202,120
+21,950
+12% +$786K 3.36% 5
2022
Q3 		$6.28M Buy
180,170
+4,290
+2% +$169K 3.22% 6
2022
Q2 		$6.39M Buy
175,880
+5,615
+3% +$226K 3.2% 7
2022
Q1 		$8.02M Sell
170,265
-8,400
-5% -$389K 3.42% 4
2021
Q4 		$9.32M Buy
178,665
+151,520
+558% +$7.67M 3.79% 3
2021
Q3 		$1.27M Buy
27,145
+190
+0.7% +$9.19K 0.55% 42
2021
Q2 		$1.25M Sell
26,955
-455
-2% -$20K 0.68% 37
2021
Q1 		$1.14M Sell
27,410
-10,850
-28% -$447K 0.55% 41
2020
Q4 		$1.56M Buy
38,260
+1,725
+5% +$66.8K 0.75% 33
2020
Q3 		$1.35K Sell
36,535
-840
-2% -$30.3K 0.21% 32
2020
Q2 		$1.22M Sell
37,375
-4,610
-11% -$138K 0.65% 31
2020
Q1 		$1.07M Buy
+41,985
New +$1.21M 0.66% 34

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 $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USAdvisors Wealth Management's MGK Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 21,285 shares — an estimated $1.31M sold.

USAdvisors Wealth Management first reported a position in MGK in Q1 2020 and held it in 21 quarters. The position peaked at $9.32M in Q4 2021. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 21,285 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $1.31M.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and held it in 21 quarters.
  • USAdvisors Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $9.32M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.