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

Gateway 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	$21.6M	Sell	245,744 -70,131	-22%	-$5.99M	1.3%	5
2026 Q1	$23.2M	Buy	315,875 +254,395	+414%	+$20M	0.9%	14
2025 Q4	$5.08M	Buy	61,480 +1,960	+3%	+$161K	0.56%	47
2025 Q3	$4.79M	Buy	59,520 +3,280	+6%	+$252K	0.65%	47
2025 Q2	$4.12M	Buy	56,240 +11,285	+25%	+$744K	0.78%	36
2025 Q1	$2.78M	Buy	44,955 +3,515	+8%	+$237K	0.62%	47
2024 Q4	$2.85M	Buy	41,440 +24,635	+147%	+$1.66M	0.74%	37
2024 Q3	$1.08M	Buy	16,805 +155	+0.9%	+$9.67K	0.3%	83
2024 Q2	$1.05M	Buy	16,650 +535	+3%	+$31.2K	0.32%	80
2024 Q1	$924K	Buy	16,115 +6,710	+71%	+$370K	0.33%	75
2023 Q4	$488K	Buy	9,405 +695	+8%	+$33.7K	0.2%	107
2023 Q3	$395K	Buy	8,710 +3,585	+70%	+$169K	0.07%	151
2023 Q2	$241K	Buy	+5,125	New	+$221K	0.04%	206

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

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

Gateway Wealth Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 22% in Q2 2026, selling an estimated $5.99M and leaving 245,744 shares worth $21.6M. The position accounts for 1.3% of the portfolio, ranked #5.

Gateway Wealth Partners first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.2M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Gateway Wealth Partners held 245,744 shares of Vanguard Morningstar Mega Cap Growth ETF worth $21.6M as of Q2 2026.
Gateway Wealth Partners sold 70,131 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $5.99M.
Vanguard Morningstar Mega Cap Growth ETF made up 1.3% of Gateway Wealth Partners's portfolio in Q2 2026, its #5 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $23.2M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.