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

Maia Wealth’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	$315K	Sell	3,404 -692	-17%	-$61.7K	0.04%	267
2026 Q2	$360K	Buy	4,096 +801	+24%	+$68.4K	0.05%	262
2026 Q1	$242K	Sell	3,295 -625	-16%	-$49.1K	0.04%	317
2025 Q4	$303K	Sell	3,920 -665	-15%	-$54.6K	0.05%	282
2025 Q3	$383K	Buy	4,585 +235	+5%	+$18K	0.06%	245
2025 Q2	$319K	Sell	4,350 -280	-6%	-$18.5K	0.06%	250
2025 Q1	$280K	Sell	4,630 -1,830	-28%	-$123K	0.06%	244
2024 Q4	$444K	Buy	6,460 +2,975	+85%	+$200K	0.1%	179
2024 Q3	$228K	Buy	+3,485	New	+$217K	0.06%	226

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Maia Wealth's MGK Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 17% in Q3 2026, selling an estimated $61.7K and leaving 3,404 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #267.

Maia Wealth first reported a position in MGK in Q3 2024 and has held it in 9 quarters since. The position peaked at $444K in Q4 2024. 681 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Maia Wealth held 3,404 shares of Vanguard Morningstar Mega Cap Growth ETF worth $315K as of Q3 2026.
Maia Wealth sold 692 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $61.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #267 holding.
Maia Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
Maia Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $444K in Q4 2024.
681 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.