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Endeavor Private Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Endeavor Private Wealth’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
Q1 		$383K Hold
5,205
– – 0.11% 151
2025
Q4 		$430K Buy
5,205
+355
+7% +$29.2K 0.12% 135
2025
Q3 		$391K Buy
+4,850
New +$372K 0.12% 137

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Endeavor Private Wealth's MGK Position: Q1 2026 in Review

Endeavor Private Wealth held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 5,205 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #151.

Endeavor Private Wealth first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Endeavor Private Wealth held 5,205 shares of Vanguard Morningstar Mega Cap Growth ETF worth $383K as of Q1 2026.
  • Endeavor Private Wealth left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Endeavor Private Wealth's portfolio in Q1 2026, its #151 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $430K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.