VisionPoint Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

VisionPoint Advisory 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 Q3	$843K	Buy	9,099 +59	+0.7%	+$5.26K	0.13%	170
2026 Q2	$795K	Sell	9,040 -365	-4%	-$31.1K	0.13%	182
2026 Q1	$691K	Buy	9,405 +320	+4%	+$25.1K	0.13%	180
2025 Q4	$750K	Sell	9,085 -50	-0.5%	-$4.11K	0.15%	161
2025 Q3	$735K	Buy	9,135 +1,775	+24%	+$136K	0.15%	160
2025 Q2	$539K	Buy	+7,360	New	+$485K	0.12%	179

Other funds holding MGK

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VisionPoint Advisory Group's MGK Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.65% in Q3 2026, buying an estimated $5.26K and bringing the position to 9,099 shares worth $843K. The position accounts for 0.13% of the portfolio, ranked #170.

VisionPoint Advisory Group first reported a position in MGK in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

VisionPoint Advisory Group held 9,099 shares of Vanguard Morningstar Mega Cap Growth ETF worth $843K as of Q3 2026.
VisionPoint Advisory Group bought 59 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $5.26K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #170 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.