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

Prestige Wealth Management Group’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	$1.01M	Hold	11,500	–	–	0.18%	75
2026 Q1	$845K	Sell	11,500 -1,310	-10%	-$103K	0.17%	76
2025 Q4	$1.06M	Hold	12,810	–	–	0.2%	62
2025 Q3	$1.03M	Hold	12,810	–	–	0.2%	60
2025 Q2	$939K	Hold	12,810	–	–	0.19%	62
2025 Q1	$791K	Sell	12,810 -1,535	-11%	-$104K	0.17%	67
2024 Q4	$985K	Hold	14,345	–	–	0.2%	60
2024 Q3	$924K	Hold	14,345	–	–	0.19%	67
2024 Q2	$902K	Hold	14,345	–	–	0.19%	58
2024 Q1	$822K	Sell	14,345 -1,100	-7%	-$60.7K	0.18%	65
2023 Q4	$802K	Hold	15,445	–	–	0.18%	64
2023 Q3	$701K	Hold	15,445	–	–	0.17%	62
2023 Q2	$727K	Hold	15,445	–	–	0.17%	64
2023 Q1	$632K	Hold	15,445	–	–	0.16%	70
2022 Q4	$532K	Hold	15,445	–	–	0.14%	76
2022 Q3	$539K	Hold	15,445	–	–	0.15%	65
2022 Q2	$561K	Sell	15,445 -875	-5%	-$35.2K	0.15%	64
2022 Q1	$768K	Hold	16,320	–	–	0.19%	60
2021 Q4	$851K	Hold	16,320	–	–	0.2%	57
2021 Q3	$766K	Buy	16,320 +500	+3%	+$24.2K	0.2%	55
2021 Q2	$732K	Buy	15,820 +375	+2%	+$16.5K	0.19%	50
2021 Q1	$640K	Hold	15,445	–	–	0.18%	55
2020 Q4	$629K	Hold	15,445	–	–	0.17%	64
2020 Q3	$573K	Hold	15,445	–	–	0.17%	65
2020 Q2	$505K	Hold	15,445	–	–	0.18%	56
2020 Q1	$393K	Sell	15,445 -3,485	-18%	-$101K	0.17%	58
2019 Q4	$552K	Buy	18,930 +3,250	+21%	+$89.8K	0.3%	56
2019 Q3	$416K	Hold	15,680	–	–	0.24%	65
2019 Q2	$406K	Hold	15,680	–	–	0.25%	67
2019 Q1	$390K	Hold	15,680	–	–	0.24%	79
2018 Q4	$336K	Buy	+15,680	New	+$363K	0.25%	73

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

Prestige Wealth Management Group's MGK Position: Q2 2026 in Review

Prestige Wealth Management Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 11,500 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #75.

Prestige Wealth Management Group first reported a position in MGK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.06M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Prestige Wealth Management Group held 11,500 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.01M as of Q2 2026.
Prestige Wealth Management Group 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 Prestige Wealth Management Group's portfolio in Q2 2026, its #75 holding.
Prestige Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.06M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.