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Garton & Associates Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-125
Closed -$10.3K – 461
2025
Q4 		$10.3K Buy
+125
New +$10.3K 0.01% 819

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 $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garton & Associates Financial Advisors's MGK Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 125 shares — an estimated $10.3K sold.

Garton & Associates Financial Advisors first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 125 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $10.3K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $10.3K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.