Premier Path Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Premier Path Wealth Partners’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	$207K	Buy	+2,360	New	+$201K	0.02%	395
2025 Q4	–	Sell	-30,300	Closed	-$2.44M	–	408
2025 Q3	$2.44M	Buy	30,300 +260	+0.9%	+$20K	0.31%	70
2025 Q2	$2.2M	Hold	30,040	–	–	0.31%	74
2025 Q1	$1.86M	Buy	30,040 +10,515	+54%	+$709K	0.29%	83
2024 Q4	$1.34M	Buy	19,525 +5	+0%	+$337	0.2%	112
2024 Q3	$1.26M	Buy	19,520 +4,735	+32%	+$295K	0.2%	126
2024 Q2	$929K	Buy	+14,785	New	+$863K	0.16%	151

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

Premier Path Wealth Partners's MGK Position: Q2 2026 in Review

Premier Path Wealth Partners opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,360 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in MGK as recently as Q3 2025.

Premier Path Wealth Partners first reported a position in MGK in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Premier Path Wealth Partners held 2,360 shares of Vanguard Morningstar Mega Cap Growth ETF worth $207K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Premier Path Wealth Partners position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Premier Path Wealth Partners's portfolio in Q2 2026, its #395 holding.
Premier Path Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Premier Path Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.44M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.