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Elevation Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Elevation Wealth Partners’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 		$27.8K Hold
300
– – 0.01% 567
2026
Q2 		$26.4K Hold
300
– – 0.01% 496
2026
Q1 		$22K Hold
300
– – 0.01% 359
2025
Q4 		$24.8K Hold
300
– – 0.01% 325
2025
Q3 		$24.1K Hold
300
– – 0.01% 313
2025
Q2 		$22K Hold
300
– – 0.01% 313
2025
Q1 		$18.5K Hold
300
– – 0.01% 318
2024
Q4 		$20.6K Hold
300
– – 0.01% 308
2024
Q3 		$19.3K Hold
300
– – 0.01% 301
2024
Q2 		$18.9K Hold
300
– – 0.01% 292
2024
Q1 		$17.2K Hold
300
– – 0.01% 308
2023
Q4 		$13.6K Hold
300
– – 0.01% 307
2023
Q3 		$13.6K Hold
300
– – 0.01% 229
2023
Q2 		$14.1K Hold
300
– – 0.01% 230
2023
Q1 		$12.3K Buy
+300
New +$11.4K 0.01% 247

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Elevation Wealth Partners's MGK Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 300 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #567.

Elevation Wealth Partners first reported a position in MGK in Q1 2023 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Elevation Wealth Partners held 300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $27.8K as of Q3 2026.
  • Elevation Wealth Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #567 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.