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

Mindset 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	$616K	Hold	6,650	–	–	0.11%	78
2026 Q2	$585K	Hold	6,650	–	–	0.11%	90
2026 Q1	$489K	Hold	6,650	–	–	0.13%	90
2025 Q4	$549K	Hold	6,650	–	–	0.14%	80
2025 Q3	$535K	Hold	6,650	–	–	0.15%	76
2025 Q2	$487K	Hold	6,650	–	–	0.16%	73
2025 Q1	$411K	Buy	6,650 +10	+0.2%	+$675	0.16%	79
2024 Q4	$456K	Hold	6,640	–	–	0.17%	66
2024 Q3	$428K	Buy	+6,640	New	+$414K	0.18%	71

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Mindset Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 6,650 shares worth $616K. The position accounts for 0.11% of the portfolio, ranked #78.

Mindset Wealth Management first reported a position in MGK in Q3 2024 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Mindset Wealth Management held 6,650 shares of Vanguard Morningstar Mega Cap Growth ETF worth $616K as of Q3 2026.
Mindset Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Mindset Wealth Management's portfolio in Q3 2026, its #78 holding.
Mindset Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
307 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.