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

Principle 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 		$526K Sell
5,978
-722
-11% -$61.6K 0.03% 248
2026
Q1 		$492K Buy
6,700
+10
+0.1% +$785 0.03% 241
2025
Q4 		$552K Hold
6,690
– – 0.03% 230
2025
Q3 		$538K Buy
6,690
+1,250
+23% +$95.9K 0.03% 228
2025
Q2 		$398K Buy
+5,440
New +$358K 0.02% 257

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Principle Wealth Partners's MGK Position: Q2 2026 in Review

Principle Wealth Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, selling an estimated $61.6K and leaving 5,978 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #248.

Principle Wealth Partners first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Principle Wealth Partners held 5,978 shares of Vanguard Morningstar Mega Cap Growth ETF worth $526K as of Q2 2026.
  • Principle Wealth Partners sold 722 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $61.6K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Principle Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $552K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.