Madison Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Madison Wealth 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	$280K	Buy	+3,185	New	+$272K	0.04%	217
2026 Q1	–	Sell	-2,520	Closed	-$208K	–	229
2025 Q4	$208K	Hold	2,520	–	–	0.04%	193
2025 Q3	$203K	Buy	+2,520	New	+$193K	0.04%	178
2024 Q1	–	Sell	-4,985	Closed	-$259K	–	125
2023 Q4	$259K	Hold	4,985	–	–	0.1%	101
2023 Q3	$226K	Hold	4,985	–	–	0.11%	82
2023 Q2	$235K	Hold	4,985	–	–	0.11%	84
2023 Q1	$204K	Buy	+4,985	New	+$189K	0.1%	83
2022 Q2	–	Sell	-4,985	Closed	-$235K	–	87
2022 Q1	$235K	Hold	4,985	–	–	0.13%	67
2021 Q4	$260K	Hold	4,985	–	–	0.13%	60
2021 Q3	$234K	Hold	4,985	–	–	0.13%	59
2021 Q2	$231K	Buy	+4,985	New	+$219K	0.13%	59

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

Madison Wealth Partners's MGK Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 3,185 shares worth $280K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in MGK as recently as Q4 2025.

Madison Wealth Partners first reported a position in MGK in Q2 2021 and has held it in 11 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Madison Wealth Partners held 3,185 shares of Vanguard Morningstar Mega Cap Growth ETF worth $280K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Madison Wealth Partners position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #217 holding.
Madison Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 11 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.