Golden State Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Golden State Wealth Management’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	-225	Closed	-$18.6K	–	1685
2025 Q4	$18.6K	Buy	225 +210	+1,400%	+$17.3K	﹤0.01%	939
2025 Q3	$1.21K	Hold	15	–	–	﹤0.01%	1480
2025 Q2	$1.1K	Hold	15	–	–	﹤0.01%	1424
2025 Q1	$927	Hold	15	–	–	﹤0.01%	1433
2024 Q4	$1.03K	Buy	+15	New	+$1.01K	﹤0.01%	1351
2019 Q4	–	Sell	-1,000	Closed	-$27K	–	589
2019 Q3	$27K	Sell	1,000 -10,095	-91%	-$267K	0.01%	564
2019 Q2	$287K	Hold	11,095	–	–	0.09%	173
2019 Q1	$276K	Buy	+11,095	New	+$261K	0.09%	179

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

Golden State Wealth Management's MGK Position: Q1 2026 in Review

Golden State Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 225 shares — an estimated $18.6K sold.

Golden State Wealth Management first reported a position in MGK in Q1 2019 and held it in 8 quarters. The position peaked at $287K in Q2 2019. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Golden State Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 225 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $18.6K.
Golden State Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $287K in Q2 2019.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.