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

Kingsview 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 		$21.1M Buy
239,584
+3,844
+2% +$328K 0.26% 70
2026
Q1 		$17.3M Buy
235,740
+16,805
+8% +$1.32M 0.24% 76
2025
Q4 		$18.1M Buy
218,935
+18,920
+9% +$1.55M 0.26% 74
2025
Q3 		$16.1M Buy
200,015
+38,970
+24% +$2.99M 0.25% 77
2025
Q2 		$11.8M Buy
161,045
+11,980
+8% +$789K 0.2% 87
2025
Q1 		$9.21M Buy
149,065
+2,985
+2% +$201K 0.17% 124
2024
Q4 		$10M Buy
146,080
+4,055
+3% +$273K 0.2% 100
2024
Q3 		$9.14M Sell
142,025
-1,395
-1% -$87K 0.19% 101
2024
Q2 		$9.01M Buy
143,420
+10
+0% +$583 0.21% 92
2024
Q1 		$8.22M Sell
143,410
-30,840
-18% -$1.7M 0.21% 114
2023
Q4 		$9.04M Buy
174,250
+38,580
+28% +$1.87M 0.27% 80
2023
Q3 		$6.16M Buy
135,670
+1,920
+1% +$90.6K 0.22% 108
2023
Q2 		$6.29M Buy
133,750
+39,385
+42% +$1.7M 0.25% 94
2023
Q1 		$3.86M Buy
94,365
+770
+0.8% +$29.2K 0.16% 136
2022
Q4 		$3.22M Buy
93,595
+1,790
+2% +$64.1K 0.14% 170
2022
Q3 		$3.2M Buy
91,805
+13,135
+17% +$517K 0.15% 152
2022
Q2 		$2.86M Buy
78,670
+2,045
+3% +$82.3K 0.14% 169
2022
Q1 		$3.61M Sell
76,625
-8,895
-10% -$412K 0.16% 142
2021
Q4 		$4.46M Buy
85,520
+25,505
+42% +$1.29M 0.19% 121
2021
Q3 		$2.82M Buy
60,015
+3,485
+6% +$169K 0.13% 168
2021
Q2 		$2.62M Sell
56,530
-8,890
-14% -$391K 0.13% 175
2021
Q1 		$2.75M Buy
65,420
+29,735
+83% +$1.23M 0.16% 142
2020
Q4 		$1.45M Buy
+35,685
New +$1.38M 0.11% 202
2018
Q2 		– Sell
-9,420
Closed -$211K – 400
2018
Q1 		$211K Buy
+9,420
New +$219K 0.05% 295

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

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

Kingsview Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.6% in Q2 2026, buying an estimated $328K and bringing the position to 239,584 shares worth $21.1M. The position accounts for 0.26% of the portfolio, ranked #70.

Kingsview Wealth Management first reported a position in MGK in Q1 2018 and has held it in 24 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Kingsview Wealth Management held 239,584 shares of Vanguard Morningstar Mega Cap Growth ETF worth $21.1M as of Q2 2026.
  • Kingsview Wealth Management bought 3,844 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $328K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.26% of Kingsview Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and has held it in 24 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.