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VALEN PRIVATE CAPITAL, LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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 		$10.4M Buy
+111,861
New +$10M 3.2% 9

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
ETF Portfolio Partners
ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

VALEN PRIVATE CAPITAL, LLC's MGK Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 111,861 shares worth $10.4M. The stake represents 3.2% of the portfolio and ranks #9 among its holdings.

334 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • VALEN PRIVATE CAPITAL, LLC held 111,861 shares of Vanguard Morningstar Mega Cap Growth ETF worth $10.4M as of Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 3.2% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #9 holding.
  • 334 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.