Sunbelt Securities’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sunbelt Securities’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	$274K	Hold	3,725	–	–	0.02%	550
2025 Q4	$307K	Buy	3,725 +5	+0.1%	+$411	0.02%	527
2025 Q3	$299K	Sell	3,720 -490	-12%	-$37.6K	0.02%	529
2025 Q2	$289K	Hold	4,210	–	–	0.03%	493
2025 Q1	$260K	Hold	4,210	–	–	0.02%	494
2024 Q4	$292K	Buy	4,210 +5	+0.1%	+$337	0.03%	492
2024 Q3	$271K	Sell	4,205 -1,655	-28%	-$103K	0.03%	511
2024 Q2	$368K	Hold	5,860	–	–	0.04%	406
2024 Q1	$336K	Sell	5,860 -545	-9%	-$30.1K	0.04%	409
2023 Q4	$332K	Buy	6,405 +3,605	+129%	+$175K	0.04%	388
2023 Q3	$127K	Hold	2,800	–	–	0.02%	590
2023 Q2	$132K	Hold	2,800	–	–	0.02%	568
2023 Q1	$112K	Buy	+2,800	New	+$106K	0.02%	553

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's MGK Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 3,725 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #550.

Sunbelt Securities first reported a position in MGK in Q1 2023 and has held it in 13 quarters since. The position peaked at $368K in Q2 2024. 960 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Sunbelt Securities held 3,725 shares of Vanguard Morningstar Mega Cap Growth ETF worth $274K as of Q1 2026.
Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #550 holding.
Sunbelt Securities first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Morningstar Mega Cap Growth ETF position peaked at $368K in Q2 2024.
960 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.