SWM
MGK icon

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

SHP 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
Q1 		$220K Hold
2,990
– – 0.02% 251
2025
Q4 		$247K Buy
+2,990
New +$246K 0.02% 223

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's MGK Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 2,990 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #251.

SHP Wealth Management first reported a position in MGK in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 957 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • SHP Wealth Management held 2,990 shares of Vanguard Morningstar Mega Cap Growth ETF worth $220K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #251 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $247K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.