Private Client Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Private Client Services’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	$497K	Sell	5,368 -1,662	-24%	-$148K	0.13%	122
2026 Q2	$618K	Hold	7,030	–	–	0.16%	117
2026 Q1	$517K	Hold	7,030	–	–	0.15%	113
2025 Q4	$580K	Hold	7,030	–	–	0.18%	91
2025 Q3	$566K	Sell	7,030 -220	-3%	-$16.9K	0.19%	95
2025 Q2	$531K	Buy	7,250 +250	+4%	+$16.5K	0.21%	101
2025 Q1	$432K	Hold	7,000	–	–	0.21%	102
2024 Q4	$481K	Buy	+7,000	New	+$471K	0.26%	87

Other funds holding MGK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Private Client Services's MGK Position: Q3 2026 in Review

Private Client Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 24% in Q3 2026, selling an estimated $148K and leaving 5,368 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #122.

Private Client Services first reported a position in MGK in Q4 2024 and has held it in 8 quarters since. The position peaked at $618K in Q2 2026. 96 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Private Client Services held 5,368 shares of Vanguard Morningstar Mega Cap Growth ETF worth $497K as of Q3 2026.
Private Client Services sold 1,662 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $148K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Private Client Services's portfolio in Q3 2026, its #122 holding.
Private Client Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Private Client Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $618K in Q2 2026.
96 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.