Win Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Win 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 Q3	$4.5M	Buy	+48,600	New	+$4.33M	1.72%	23
2026 Q1	–	Sell	-83,780	Closed	-$6.92M	–	102
2025 Q4	$6.92M	Buy	83,780 +19,150	+30%	+$1.57M	2.94%	13
2025 Q3	$5.2M	Sell	64,630 -36,665	-36%	-$2.81M	2.53%	10
2025 Q2	$7.42M	Buy	+101,295	New	+$6.68M	3.58%	12
2025 Q1	–	Sell	-61,535	Closed	-$4.23M	–	73
2024 Q4	$4.23M	Buy	+61,535	New	+$4.14M	2.05%	15
2024 Q3	–	Sell	-56,065	Closed	-$3.52M	–	73
2024 Q2	$3.52M	Buy	+56,065	New	+$3.27M	1.57%	20
2024 Q1	–	Sell	-58,460	Closed	-$3.03M	–	78
2023 Q4	$3.03M	Buy	58,460 +50,215	+609%	+$2.44M	1.38%	17
2023 Q3	$374K	Buy	+8,245	New	+$389K	0.18%	37
2023 Q2	–	Sell	-69,185	Closed	-$2.83M	–	43
2023 Q1	$2.83M	Buy	+69,185	New	+$2.62M	1.12%	12

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Win Advisors's MGK Position: Q3 2026 in Review

Win Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 48,600 shares worth $4.5M. The stake represents 1.72% of the portfolio and ranks #23 among its holdings. This is a return to the name: Win Advisors previously reported a position in MGK as recently as Q4 2025.

Win Advisors first reported a position in MGK in Q1 2023 and has held it in 9 quarters since. The position peaked at $7.42M in Q2 2025. 796 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Win Advisors held 48,600 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.5M as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Win Advisors position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 1.72% of Win Advisors's portfolio in Q3 2026, its #23 holding.
Win Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 9 quarters since.
Win Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $7.42M in Q2 2025.
796 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Win Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.