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KWMG LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

KWMG LLC’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
Q3 		$225K Hold
2,425
– – 0.02% 148
2026
Q2 		$213K Buy
+2,425
New +$207K 0.02% 151
2019
Q2 		– Sell
-20
Closed -$1K – 307
2019
Q1 		$1K Hold
20
– – ﹤0.01% 441
2018
Q4 		$0 Hold
20
– – ﹤0.01% 472
2018
Q3 		$1K Hold
20
– – ﹤0.01% 448
2018
Q2 		$0 Buy
+20
New +$467 ﹤0.01% 457

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

KWMG LLC's MGK Position: Q3 2026 in Review

KWMG LLC held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 2,425 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #148.

KWMG LLC first reported a position in MGK in Q2 2018 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • KWMG LLC held 2,425 shares of Vanguard Morningstar Mega Cap Growth ETF worth $225K as of Q3 2026.
  • KWMG LLC left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #148 holding.
  • KWMG LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.