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

Medallion Wealth Advisors’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	$26.4K	Hold	300	–	–	0.01%	591
2026 Q1	$22K	Hold	300	–	–	0.01%	639
2025 Q4	$24.8K	Hold	300	–	–	0.01%	603
2025 Q3	$24.1K	Hold	300	–	–	0.01%	600
2025 Q2	$21.7K	Hold	300	–	–	0.01%	605
2025 Q1	$18.7K	Buy	+300	New	+$20.2K	0.01%	582

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

Medallion Wealth Advisors's MGK Position: Q2 2026 in Review

Medallion Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 300 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #591.

Medallion Wealth Advisors first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Medallion Wealth Advisors held 300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $26.4K as of Q2 2026.
Medallion Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #591 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.