Maia Wealth’s Vanguard 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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Maia Wealth's MGK Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Mega Cap Growth ETF (MGK) stake by 24% in Q2 2026, buying an estimated $68.4K and bringing the position to 4,096 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #262.

Maia Wealth first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. The position peaked at $444K in Q4 2024. 413 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Maia Wealth held 4,096 shares of Vanguard Mega Cap Growth ETF worth $360K as of Q2 2026.
Maia Wealth bought 801 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $68.4K.
Vanguard Mega Cap Growth ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #262 holding.
Maia Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Maia Wealth's Vanguard Mega Cap Growth ETF position peaked at $444K in Q4 2024.
413 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.