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

Quaker 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	$2.64K	Hold	30	–	–	﹤0.01%	412
2026 Q1	$2.21K	Hold	30	–	–	﹤0.01%	409
2025 Q4	$2.48K	Hold	30	–	–	﹤0.01%	422
2025 Q3	$2.42K	Hold	30	–	–	﹤0.01%	372
2025 Q2	$2.2K	Buy	+30	New	+$1.98K	﹤0.01%	391

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Quaker Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 30 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Quaker Wealth Management first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Quaker Wealth Management held 30 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.64K as of Q2 2026.
Quaker Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #412 holding.
Quaker Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.