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Golden State Equity Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Golden State Equity 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 		– Sell
-260
Closed -$19.1K – 1169
2026
Q1 		$19.1K Buy
+260
New +$20.4K ﹤0.01% 1106

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Bank of America
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LPL Financial
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UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Golden State Equity Partners's MGK Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 260 shares — an estimated $19.1K sold.

Golden State Equity Partners first reported a position in MGK in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 260 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.1K.
  • Golden State Equity Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $19.1K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.