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 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 $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's MGK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 300 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #639.

Medallion Wealth Advisors first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.8K in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Medallion Wealth Advisors held 300 shares of Vanguard Morningstar Mega Cap Growth ETF worth $22K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #639 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $24.8K in Q4 2025.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.