ABWM
MGK icon

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

Alpine Bank 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 		$91.9K Buy
+1,045
New +$89.2K 0.01% 219
2025
Q4 		– Sell
-1,045
Closed -$84.1K – 300
2025
Q3 		$84.1K Hold
1,045
– – 0.01% 211
2025
Q2 		$76.5K Buy
+1,045
New +$68.9K 0.01% 215

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Alpine Bank Wealth Management's MGK Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 1,045 shares worth $91.9K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in MGK as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in MGK in Q2 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Alpine Bank Wealth Management held 1,045 shares of Vanguard Morningstar Mega Cap Growth ETF worth $91.9K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Alpine Bank Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.