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 Q3	–	Sell	-6,498	Closed	-$571K	–	284
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 $59.5B AUM 15.92% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

49 Wealth Management's MGK Position: Q3 2026 in Review

49 Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026, closing a stake of 6,498 shares — an estimated $571K sold.

49 Wealth Management first reported a position in MGK in Q4 2023 and held it in 9 quarters. The position peaked at $571K in Q2 2026. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

49 Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
49 Wealth Management sold 6,498 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $571K.
49 Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 9 quarters.
49 Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $571K in Q2 2026.
940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on 49 Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.