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

49 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	$571K	Buy	+6,498	New	+$555K	0.11%	98
2025 Q4	–	Sell	-4,180	Closed	-$336K	–	215
2025 Q3	$336K	Sell	4,180 -460	-10%	-$35.3K	0.03%	135
2025 Q2	$340K	Sell	4,640 -15	-0.3%	-$989	0.04%	123
2025 Q1	$288K	Buy	4,655 +80	+2%	+$5.4K	0.03%	145
2024 Q4	$314K	Sell	4,575 -460	-9%	-$31K	0.04%	116
2024 Q3	$324K	Buy	5,035 +370	+8%	+$23.1K	0.05%	114
2024 Q2	$296K	Sell	4,665 -350	-7%	-$20.4K	0.06%	114
2024 Q1	$287K	Sell	5,015 -960	-16%	-$53K	0.06%	88
2023 Q4	$310K	Buy	+5,975	New	+$290K	0.08%	79

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

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

49 Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 6,498 shares worth $571K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in MGK as recently as Q3 2025.

49 Wealth Management first reported a position in MGK in Q4 2023 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

49 Wealth Management held 6,498 shares of Vanguard Morningstar Mega Cap Growth ETF worth $571K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new 49 Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of 49 Wealth Management's portfolio in Q2 2026, its #98 holding.
49 Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.