EWM
MGK icon

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

Echo 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
Q3 		$1.4M Sell
15,120
-111
-0.7% -$9.9K 0.69% 21
2026
Q2 		$1.34M Sell
15,231
-459
-3% -$39.2K 0.68% 22
2026
Q1 		$1.15M Sell
15,690
-2,080
-12% -$163K 0.66% 21
2025
Q4 		$1.47M Sell
17,770
-100
-0.6% -$8.21K 0.86% 22
2025
Q3 		$1.44M Hold
17,870
– – 0.84% 22
2025
Q2 		$1.31M Hold
17,870
– – 0.8% 23
2025
Q1 		$1.1M Sell
17,870
-1,655
-8% -$112K 0.75% 25
2024
Q4 		$1.34M Hold
19,525
– – 0.93% 25
2024
Q3 		$1.27M Sell
19,525
-8,955
-31% -$559K 0.89% 24
2024
Q2 		$1.79M Hold
28,480
– – 1.35% 19
2024
Q1 		$1.63M Sell
28,480
-3,525
-11% -$194K 1.35% 20
2023
Q4 		$1.64M Sell
32,005
-1,205
-4% -$58.5K 1.53% 19
2023
Q3 		$1.51M Hold
33,210
– – 1.62% 17
2023
Q2 		$1.61M Hold
33,210
– – 1.74% 17
2023
Q1 		$1.36M Sell
33,210
-1,480
-4% -$56.1K 1.5% 17
2022
Q4 		$1.26M Sell
34,690
-650
-2% -$23.3K 1.34% 20
2022
Q3 		$1.28M Sell
35,340
-40
-0.1% -$1.58K 1.69% 15
2022
Q2 		$1.36M Buy
35,380
+2,340
+7% +$94.1K 1.81% 15
2022
Q1 		$1.46M Sell
33,040
-45
-0.1% -$2.08K 1.71% 18
2021
Q4 		$1.64M Sell
33,085
-500
-1% -$25.3K 1.87% 17
2021
Q3 		$1.6M Sell
33,585
-3,725
-10% -$180K 1.9% 16
2021
Q2 		$1.76M Hold
37,310
– – 2.24% 14
2021
Q1 		$1.54M Sell
37,310
-4,180
-10% -$172K 1.95% 16
2020
Q4 		$1.69M Buy
+41,490
New +$1.61M 2.21% 12

Other funds holding MGK

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ZC
Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Echo Wealth Management's MGK Position: Q3 2026 in Review

Echo Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.73% in Q3 2026, selling an estimated $9.9K and leaving 15,120 shares worth $1.4M. The position accounts for 0.69% of the portfolio, ranked #21.

Echo Wealth Management first reported a position in MGK in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q2 2024. 216 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Echo Wealth Management held 15,120 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.4M as of Q3 2026.
  • Echo Wealth Management sold 111 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $9.9K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.69% of Echo Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Echo Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Echo Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.79M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.