Quotient Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Quotient Wealth Partners’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	$627K	Buy	7,131 +1	+0%	+$85	0.01%	183
2026 Q1	$524K	Buy	7,130 +5	+0.1%	+$393	0.01%	187
2025 Q4	$588K	Buy	7,125 +95	+1%	+$7.8K	0.02%	166
2025 Q3	$566K	Buy	7,030 +10	+0.1%	+$767	0.02%	175
2025 Q2	$514K	Buy	7,020 +10	+0.1%	+$659	0.02%	185
2025 Q1	$433K	Buy	+7,010	New	+$473K	0.01%	193

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

Quotient Wealth Partners's MGK Position: Q2 2026 in Review

Quotient Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.01% in Q2 2026, buying an estimated $85 and bringing the position to 7,131 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #183.

Quotient Wealth Partners first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Quotient Wealth Partners held 7,131 shares of Vanguard Morningstar Mega Cap Growth ETF worth $627K as of Q2 2026.
Quotient Wealth Partners bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #183 holding.
Quotient Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.