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 Q3	$5.46M	Buy	58,971 +3,304	+6%	+$295K	0.53%	44
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 $59.5B AUM 15.92% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Maridea Wealth Management's MGK Position: Q3 2026 in Review

Maridea Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.9% in Q3 2026, buying an estimated $295K and bringing the position to 58,971 shares worth $5.46M. The position accounts for 0.53% of the portfolio, ranked #44.

Maridea Wealth Management first reported a position in MGK in Q4 2024 and has held it in 8 quarters since. 940 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Maridea Wealth Management held 58,971 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.46M as of Q3 2026.
Maridea Wealth Management bought 3,304 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $295K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.53% of Maridea Wealth Management's portfolio in Q3 2026, its #44 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
940 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.