MWM
MGK icon

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

Meridian 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
Q1 		$1.54M Buy
20,995
+245
+1% +$19.2K 0.05% 269
2025
Q4 		$1.71M Sell
20,750
-290
-1% -$23.8K 0.06% 253
2025
Q3 		$1.69M Buy
21,040
+1,085
+5% +$83.3K 0.06% 247
2025
Q2 		$1.46M Sell
19,955
-695
-3% -$45.8K 0.06% 243
2025
Q1 		$1.28M Sell
20,650
-300
-1% -$20.2K 0.06% 241
2024
Q4 		$1.44M Sell
20,950
-700
-3% -$47.1K 0.07% 227
2024
Q3 		$1.39M Buy
+21,650
New +$1.35M 0.07% 224
2024
Q1 		– Sell
-20,495
Closed -$1.06M – 375
2023
Q4 		$1.06M Sell
20,495
-215
-1% -$10.4K 0.07% 245
2023
Q3 		$940K Buy
20,710
+990
+5% +$46.7K 0.06% 245
2023
Q2 		$928K Buy
19,720
+205
+1% +$8.83K 0.08% 216
2023
Q1 		$798K Sell
19,515
-395
-2% -$15K 0.07% 243
2022
Q4 		$685K Buy
19,910
+685
+4% +$24.5K 0.07% 254
2022
Q3 		$670K Sell
19,225
-16,980
-47% -$669K 0.07% 236
2022
Q2 		$1.32M Buy
36,205
+18,715
+107% +$753K 0.11% 203
2022
Q1 		$823K Sell
17,490
-4,645
-21% -$215K 0.09% 177
2021
Q4 		$1.15M Buy
22,135
+840
+4% +$42.5K 0.12% 142
2021
Q3 		$1M Buy
21,295
+1,225
+6% +$59.3K 0.12% 149
2021
Q2 		$929K Buy
20,070
+1,015
+5% +$44.7K 0.12% 151
2021
Q1 		$789K Buy
+19,055
New +$785K 0.11% 156
2019
Q3 		– Sell
-1,580
Closed -$409 – 373
2019
Q2 		$409 Buy
+1,580
New +$40.2K 0.02% 401

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Management's MGK Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 1.2% in Q1 2026, buying an estimated $19.2K and bringing the position to 20,995 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #269.

Meridian Wealth Management first reported a position in MGK in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Meridian Wealth Management held 20,995 shares of Vanguard Mega Cap Growth ETF worth $1.54M as of Q1 2026.
  • Meridian Wealth Management bought 245 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $19.2K.
  • Vanguard Mega Cap Growth ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Meridian Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2019 and has held it in 20 quarters since.
  • Meridian Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $1.71M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.