Your Advocates Ltd’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Your Advocates Ltd’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	$16.5K	Hold	225	–	–	0.01%	117
2025 Q4	$18.6K	Hold	225	–	–	0.01%	105
2025 Q3	$18.1K	Hold	225	–	–	0.01%	98
2025 Q2	$16.5K	Hold	225	–	–	0.01%	90
2025 Q1	$13.9K	Hold	225	–	–	0.01%	96
2024 Q4	$15.5K	Hold	225	–	–	0.01%	92
2024 Q3	$14.5K	Sell	225 -900	-80%	-$56.1K	0.01%	96
2024 Q2	$70.7K	Buy	1,125 +900	+400%	+$52.5K	0.03%	48
2024 Q1	$12.9K	Hold	225	–	–	0.01%	98
2023 Q4	$11.7K	Hold	225	–	–	﹤0.01%	99
2023 Q3	$10.2K	Hold	225	–	–	0.01%	107
2023 Q2	$10.6K	Buy	+225	New	+$9.7K	0.01%	131

Other funds holding MGK

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 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

Your Advocates Ltd's MGK Position: Q1 2026 in Review

Your Advocates Ltd held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 225 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #117.

Your Advocates Ltd first reported a position in MGK in Q2 2023 and has held it in 12 quarters since. The position peaked at $70.7K in Q2 2024. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Your Advocates Ltd held 225 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16.5K as of Q1 2026.
Your Advocates Ltd left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #117 holding.
Your Advocates Ltd first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Your Advocates Ltd's Vanguard Morningstar Mega Cap Growth ETF position peaked at $70.7K in Q2 2024.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.