AWM
MGK icon

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

Activest 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 		$128K Sell
1,454
-236
-14% -$20.1K 0.02% 162
2026
Q1 		$124K Hold
1,690
– – 0.02% 202
2025
Q4 		$139K Sell
1,690
-60
-3% -$4.93K 0.03% 187
2025
Q3 		$141K Hold
1,750
– – 0.03% 156
2025
Q2 		$128K Hold
1,750
– – 0.03% 126
2025
Q1 		$108K Hold
1,750
– – 0.03% 128
2024
Q4 		$120K Hold
1,750
– – 0.03% 111
2024
Q3 		$113K Buy
1,750
+545
+45% +$34K 0.03% 115
2024
Q2 		$75.6K Hold
1,205
– – 0.02% 139
2024
Q1 		$68.9K Buy
1,205
+5
+0.4% +$276 0.03% 95
2023
Q4 		$62.4K Buy
1,200
+1,000
+500% +$48.5K 0.03% 84
2023
Q3 		$9.08K Buy
+200
New +$9.44K 0.01% 182
2023
Q2 		– Sell
-200
Closed -$8.03K – 372
2023
Q1 		$8.03K Buy
+200
New +$7.58K 0.01% 176
2022
Q3 		– Sell
-200
Closed -$7K – 555
2022
Q2 		$7K Hold
200
– – ﹤0.01% 230
2022
Q1 		$9K Hold
200
– – 0.01% 214
2021
Q4 		$10K Hold
200
– – 0.01% 206
2021
Q3 		$9K Hold
200
– – 0.01% 239
2021
Q2 		$9K Hold
200
– – 0.01% 211
2021
Q1 		$8K Buy
+200
New +$8.24K 0.01% 208

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

Activest Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, selling an estimated $20.1K and leaving 1,454 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #162.

Activest Wealth Management first reported a position in MGK in Q1 2021 and has held it in 19 quarters since. The position peaked at $141K in Q3 2025. 476 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Activest Wealth Management held 1,454 shares of Vanguard Morningstar Mega Cap Growth ETF worth $128K as of Q2 2026.
  • Activest Wealth Management sold 236 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $20.1K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Activest Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $141K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.