Flagship Wealth Advisors
MGK icon

Flagship Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Flagship Wealth Advisors’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 		$639K Hold
6,900
– – 0.14% 83
2026
Q2 		$607K Buy
+6,900
New +$589K 0.14% 84
2026
Q1 		– Sell
-7,530
Closed -$622K – 386
2025
Q4 		$622K Buy
7,530
+5,275
+234% +$433K 0.18% 68
2025
Q3 		$181K Buy
+2,255
New +$173K 0.06% 127

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Flagship Wealth Advisors's MGK Position: Q3 2026 in Review

Flagship Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 6,900 shares worth $639K. The position accounts for 0.14% of the portfolio, ranked #83.

Flagship Wealth Advisors first reported a position in MGK in Q3 2025 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Flagship Wealth Advisors held 6,900 shares of Vanguard Morningstar Mega Cap Growth ETF worth $639K as of Q3 2026.
  • Flagship Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of Flagship Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Flagship Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.