Piedmont Capital Management (Montana)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Piedmont Capital Management (Montana)’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	$349K	Hold	3,960	–	–	0.18%	41
2026 Q1	$295K	Hold	3,960	–	–	0.15%	41
2025 Q4	$327K	Hold	3,960	–	–	0.17%	41
2025 Q3	$320K	Hold	3,960	–	–	0.17%	42
2025 Q2	$290K	Buy	+3,960	New	+$261K	0.17%	42
2025 Q1	–	Sell	-631,925	Closed	-$43.3M	–	52
2024 Q4	$43.3M	Buy	631,925 +9,735	+2%	+$655K	26.08%	1
2024 Q3	$40.7M	Buy	622,190 +32,970	+6%	+$2.06M	24.56%	1
2024 Q2	$33.7M	Hold	589,220	–	–	22.86%	1
2024 Q1	$33.7M	Buy	589,220 +6,355	+1%	+$351K	22.86%	1
2023 Q4	$30.3M	Buy	+582,865	New	+$28.3M	22.05%	1

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

Piedmont Capital Management (Montana)'s MGK Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,960 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #41.

Piedmont Capital Management (Montana) first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.3M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Piedmont Capital Management (Montana) held 3,960 shares of Vanguard Morningstar Mega Cap Growth ETF worth $349K as of Q2 2026.
Piedmont Capital Management (Montana) left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #41 holding.
Piedmont Capital Management (Montana) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Piedmont Capital Management (Montana)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $43.3M in Q4 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.