Meridian Wealth Management’s Vanguard Morningstar 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 Q2	$1.96M	Buy	22,329 +1,334	+6%	+$114K	0.06%	264
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	-$40.9K	–	373
2019 Q2	$40.9K	Buy	+1,580	New	+$40.2K	0.02%	401

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

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

Meridian Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.4% in Q2 2026, buying an estimated $114K and bringing the position to 22,329 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #264.

Meridian Wealth Management first reported a position in MGK in Q2 2019 and has held it in 21 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Meridian Wealth Management held 22,329 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.96M as of Q2 2026.
Meridian Wealth Management bought 1,334 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $114K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #264 holding.
Meridian Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2019 and has held it in 21 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.