AWM
MGK icon

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

Abound 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 		$17.6K Hold
200
– – ﹤0.01% 390
2026
Q1 		$14.7K Hold
200
– – ﹤0.01% 460
2025
Q4 		$16.5K Hold
200
– – ﹤0.01% 403
2025
Q3 		$16.1K Buy
200
+70
+54% +$5.37K ﹤0.01% 405
2025
Q2 		$9.52K Hold
130
– – ﹤0.01% 453
2025
Q1 		$8.03K Hold
130
– – ﹤0.01% 440
2024
Q4 		$8.93K Hold
130
– – ﹤0.01% 405
2024
Q3 		$8.37K Hold
130
– – ﹤0.01% 445
2024
Q2 		$8.17K Sell
130
-435
-77% -$25.4K ﹤0.01% 401
2024
Q1 		$32.4K Buy
+565
New +$31.2K 0.01% 190

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Abound Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 200 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Abound Wealth Management first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.4K in Q1 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Abound Wealth Management held 200 shares of Vanguard Morningstar Mega Cap Growth ETF worth $17.6K as of Q2 2026.
  • Abound Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Abound Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $32.4K in Q1 2024.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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