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 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 $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Wealth Partners's MGK Position: Q1 2026 in Review

Madison Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,520 shares — an estimated $208K sold.

Madison Wealth Partners first reported a position in MGK in Q2 2021 and held it in 10 quarters. The position peaked at $260K in Q4 2021. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Madison Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Madison Wealth Partners sold 2,520 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $208K.
Madison Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and held it in 10 quarters.
Madison Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $260K in Q4 2021.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.