QWM
MGK icon

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

Quadcap 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
2026
Q2 		$11.5M Buy
130,737
+7,792
+6% +$665K 1.12% 17
2026
Q1 		$9.04M Buy
122,945
+6,105
+5% +$480K 1.03% 18
2025
Q4 		$9.65M Buy
116,840
+4,915
+4% +$404K 1.1% 15
2025
Q3 		$9.01M Sell
111,925
-24,885
-18% -$1.91M 1.06% 13
2025
Q2 		$10M Buy
136,810
+6,610
+5% +$436K 1.27% 12
2025
Q1 		$8.04M Buy
+130,200
New +$8.78M 1.17% 13

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

Quadcap Wealth Management's MGK Position: Q2 2026 in Review

Quadcap Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.3% in Q2 2026, buying an estimated $665K and bringing the position to 130,737 shares worth $11.5M. The position accounts for 1.12% of the portfolio, ranked #17.

Quadcap Wealth Management first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,016 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Quadcap Wealth Management held 130,737 shares of Vanguard Morningstar Mega Cap Growth ETF worth $11.5M as of Q2 2026.
  • Quadcap Wealth Management bought 7,792 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $665K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.12% of Quadcap Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Quadcap Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.