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

Private Wealth 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 Q3	$1.12M	Hold	12,090	–	–	0.43%	26
2026 Q2	$1.06M	Hold	12,090	–	–	0.41%	33
2026 Q1	$888K	Hold	12,090	–	–	0.41%	34
2025 Q4	$998K	Hold	12,090	–	–	0.48%	33
2025 Q3	$973K	Hold	12,090	–	–	0.48%	31
2025 Q2	$885K	Hold	12,090	–	–	0.47%	31
2025 Q1	$747K	Hold	12,090	–	–	0.44%	31
2024 Q4	$830K	Hold	12,090	–	–	0.41%	37
2024 Q3	$778K	Hold	12,090	–	–	0.39%	39
2024 Q2	$760K	Hold	12,090	–	–	0.4%	38
2024 Q1	$693K	Hold	12,090	–	–	0.36%	40
2023 Q4	$627K	Hold	12,090	–	–	0.36%	39
2023 Q3	$549K	Hold	12,090	–	–	0.36%	36
2023 Q2	$569K	Hold	12,090	–	–	0.59%	35
2023 Q1	$495K	Hold	12,090	–	–	0.68%	34
2022 Q4	$416K	Buy	+12,090	New	+$433K	0.59%	35

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

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

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 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

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Private Wealth Group's MGK Position: Q3 2026 in Review

Private Wealth Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 12,090 shares worth $1.12M. The position accounts for 0.43% of the portfolio, ranked #26.

Private Wealth Group first reported a position in MGK in Q4 2022 and has held it in 16 quarters since. 459 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

Private Wealth Group held 12,090 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.12M as of Q3 2026.
Private Wealth Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.43% of Private Wealth Group's portfolio in Q3 2026, its #26 holding.
Private Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
459 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.