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

Kaydan 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 Q2	$290K	Sell	3,300 -15	-0.5%	-$1.28K	0.09%	102
2026 Q1	$244K	Sell	3,315 -25	-0.7%	-$1.96K	0.08%	99
2025 Q4	$276K	Sell	3,340 -105	-3%	-$8.63K	0.08%	93
2025 Q3	$277K	Sell	3,445 -95	-3%	-$7.29K	0.08%	95
2025 Q2	$259K	Hold	3,540	–	–	0.08%	94
2025 Q1	$219K	Sell	3,540 -45	-1%	-$3.04K	0.07%	102
2024 Q4	$246K	Sell	3,585 -60	-2%	-$4.04K	0.08%	93
2024 Q3	$235K	Hold	3,645	–	–	0.07%	98
2024 Q2	$229K	Sell	3,645 -145	-4%	-$8.46K	0.08%	94
2024 Q1	$217K	Buy	+3,790	New	+$209K	0.07%	100
2022 Q2	–	Sell	-8,485	Closed	-$399K	–	101
2022 Q1	$399K	Sell	8,485 -1,245	-13%	-$57.7K	0.18%	68
2021 Q4	$507K	Buy	+9,730	New	+$493K	0.19%	56

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

Kaydan Wealth Management's MGK Position: Q2 2026 in Review

Kaydan Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.45% in Q2 2026, selling an estimated $1.28K and leaving 3,300 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #102.

Kaydan Wealth Management first reported a position in MGK in Q4 2021 and has held it in 12 quarters since. The position peaked at $507K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Kaydan Wealth Management held 3,300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $290K as of Q2 2026.
Kaydan Wealth Management sold 15 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.28K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Kaydan Wealth Management's portfolio in Q2 2026, its #102 holding.
Kaydan Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Kaydan Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $507K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.