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 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

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

Elevation Wealth Partners's MGK Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 300 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #496.

Elevation Wealth Partners first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Elevation Wealth Partners held 300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $26.4K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #496 holding.
Elevation Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.