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

Maridea Wealth Management’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	$4.89M	Sell	55,667 -1,618	-3%	-$138K	0.53%	47
2026 Q1	$4.21M	Sell	57,285 -2,795	-5%	-$220K	0.61%	39
2025 Q4	$4.96M	Sell	60,080 -960	-2%	-$78.9K	0.74%	33
2025 Q3	$4.97M	Buy	61,040 +53,600	+720%	+$4.11M	0.77%	27
2025 Q2	$545K	Buy	7,440 +2,320	+45%	+$153K	0.14%	137
2025 Q1	$316K	Sell	5,120 -1,060	-17%	-$71.5K	0.1%	178
2024 Q4	$424K	Buy	+6,180	New	+$416K	0.14%	140

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

Maridea Wealth Management's MGK Position: Q2 2026 in Review

Maridea Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.8% in Q2 2026, selling an estimated $138K and leaving 55,667 shares worth $4.89M. The position accounts for 0.53% of the portfolio, ranked #47.

Maridea Wealth Management first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.97M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Maridea Wealth Management held 55,667 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.89M as of Q2 2026.
Maridea Wealth Management sold 1,618 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $138K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.53% of Maridea Wealth Management's portfolio in Q2 2026, its #47 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.97M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.