1900 Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

1900 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
2026 Q2	$3.93M	Buy	44,757 +2	+0%	+$171	0.22%	64
2026 Q1	$3.29M	Sell	44,755 -470	-1%	-$36.9K	0.21%	63
2025 Q4	$3.73M	Buy	45,225 +5	+0%	+$411	0.24%	58
2025 Q3	$3.64M	Buy	45,220 +5	+0%	+$384	0.25%	55
2025 Q2	$3.31M	Sell	45,215 -230	-0.5%	-$15.2K	0.25%	55
2025 Q1	$2.81M	Sell	45,445 -995	-2%	-$67.1K	0.23%	58
2024 Q4	$3.19M	Sell	46,440 -310	-0.7%	-$20.9K	0.27%	57
2024 Q3	$3.01M	Buy	46,750 +320	+0.7%	+$20K	0.26%	61
2024 Q2	$2.92M	Sell	46,430 -85	-0.2%	-$4.96K	0.27%	61
2024 Q1	$2.67M	Sell	46,515 -160	-0.3%	-$8.83K	0.24%	69
2023 Q4	$2.42M	Sell	46,675 -225	-0.5%	-$10.9K	0.22%	79
2023 Q3	$2.13M	Sell	46,900 -960	-2%	-$45.3K	0.21%	89
2023 Q2	$2.25M	Sell	47,860 -7,845	-14%	-$338K	0.23%	81
2023 Q1	$1.93M	Hold	55,705	–	–	0.21%	88
2022 Q4	$1.92M	Sell	55,705 -840	-1%	-$30.1K	0.21%	84
2022 Q3	$1.97M	Hold	56,545	–	–	0.23%	82
2022 Q2	$2.06M	Sell	56,545 -10,300	-15%	-$414K	0.22%	80
2022 Q1	$3.15M	Sell	66,845 -56,670	-46%	-$2.63M	0.3%	63
2021 Q4	$6.44M	Sell	123,515 -17,550	-12%	-$889K	0.58%	45
2021 Q3	$6.63M	Sell	141,065 -5,155	-4%	-$249K	0.64%	34
2021 Q2	$6.77M	Sell	146,220 -110,560	-43%	-$4.87M	0.65%	34
2021 Q1	$10.6M	Buy	256,780 +55,050	+27%	+$2.27M	0.8%	22
2020 Q4	$8.22M	Buy	+201,730	New	+$7.81M	0.96%	26

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1900 Wealth Management's MGK Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0% in Q2 2026, buying an estimated $171 and bringing the position to 44,757 shares worth $3.93M. The position accounts for 0.22% of the portfolio, ranked #64.

1900 Wealth Management first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q1 2021. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

1900 Wealth Management held 44,757 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.93M as of Q2 2026.
1900 Wealth Management bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
Vanguard Morningstar Mega Cap Growth ETF made up 0.22% of 1900 Wealth Management's portfolio in Q2 2026, its #64 holding.
1900 Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $10.6M in Q1 2021.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.