Global Wealth Strategies & Associates’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Global Wealth Strategies & Associates’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	-90	Closed	-$7.43K	–	581
2025 Q4	$7.43K	Buy	+90	New	+$7.39K	﹤0.01%	337
2024 Q2	–	Sell	-525	Closed	-$30.1K	–	354
2024 Q1	$30.1K	Buy	+525	New	+$29K	0.01%	110

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Wealth Strategies & Associates's MGK Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 90 shares — an estimated $7.43K sold.

Global Wealth Strategies & Associates first reported a position in MGK in Q1 2024 and held it in 2 quarters. The position peaked at $30.1K in Q1 2024. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 90 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $7.43K.
Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
Global Wealth Strategies & Associates's Vanguard Morningstar Mega Cap Growth ETF position peaked at $30.1K in Q1 2024.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.