Prosperity Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$3.3M	Buy	39,945 +1,370	+4%	+$113K	1.1%	15
2025 Q3	$3.11M	Buy	38,575 +805	+2%	+$61.8K	1.05%	15
2025 Q2	$2.77M	Sell	37,770 -11,635	-24%	-$767K	1.03%	20
2025 Q1	$3.05M	Buy	49,405 +1,345	+3%	+$90.8K	1.43%	13
2024 Q4	$3.3M	Buy	48,060 +5,165	+12%	+$348K	1.36%	12
2024 Q3	$2.76M	Buy	42,895 +12,285	+40%	+$766K	1.1%	12
2024 Q2	$1.92M	Buy	30,610 +6,315	+26%	+$368K	0.94%	16
2024 Q1	$1.39M	Buy	24,295 +10,690	+79%	+$590K	0.66%	28
2023 Q4	$706K	Sell	13,605 -2,920	-18%	-$142K	0.46%	34
2023 Q3	$750K	Buy	+16,525	New	+$780K	0.48%	36

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Wealth Management's MGK Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 3.6% in Q4 2025, buying an estimated $113K and bringing the position to 39,945 shares worth $3.3M. The position accounts for 1.1% of the portfolio, ranked #15.

Prosperity Wealth Management first reported a position in MGK in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.3M in Q4 2024. 979 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Prosperity Wealth Management held 39,945 shares of Vanguard Mega Cap Growth ETF worth $3.3M as of Q4 2025.
Prosperity Wealth Management bought 1,370 Vanguard Mega Cap Growth ETF shares in Q4 2025, an estimated $113K.
Vanguard Mega Cap Growth ETF made up 1.1% of Prosperity Wealth Management's portfolio in Q4 2025, its #15 holding.
Prosperity Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
Prosperity Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $3.3M in Q4 2024.
979 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.