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 Q3	$219K	Hold	2,360	–	–	0.03%	366
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 $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Premier Path Wealth Partners's MGK Position: Q3 2026 in Review

Premier Path Wealth Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 2,360 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #366.

Premier Path Wealth Partners first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q3 2025. 736 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Premier Path Wealth Partners held 2,360 shares of Vanguard Morningstar Mega Cap Growth ETF worth $219K as of Q3 2026.
Premier Path Wealth Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #366 holding.
Premier Path Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Premier Path Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.44M in Q3 2025.
736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.