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

Centurion 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	–	Sell	-9,870	Closed	-$725K	–	306
2026 Q1	$725K	Sell	9,870 -65	-0.7%	-$5.11K	0.16%	119
2025 Q4	$820K	Sell	9,935 -70	-0.7%	-$5.75K	0.18%	101
2025 Q3	$805K	Buy	10,005 +1,155	+13%	+$88.6K	0.18%	103
2025 Q2	$648K	Buy	+8,850	New	+$583K	0.19%	97

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

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

Centurion Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 9,870 shares — an estimated $725K sold.

Centurion Wealth Management first reported a position in MGK in Q2 2025 and held it in 4 quarters. The position peaked at $820K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Centurion Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Centurion Wealth Management sold 9,870 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $725K.
Centurion Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and held it in 4 quarters.
Centurion Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $820K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.