The Wealth Group
MGK icon

The Wealth Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

The Wealth Group’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
Q3 		$506K Sell
5,398
-2
-0% -$178 0.09% 61
2026
Q2 		$475K Buy
5,400
+375
+7% +$32K 0.09% 61
2026
Q1 		$369K Sell
5,025
-300
-6% -$23.6K 0.08% 59
2025
Q4 		$439K Sell
5,325
-120
-2% -$9.9K 0.1% 58
2025
Q3 		$438K Buy
5,445
+275
+5% +$21.1K 0.1% 55
2025
Q2 		$378K Buy
5,170
+85
+2% +$5.6K 0.1% 55
2025
Q1 		$314K Buy
5,085
+20
+0.4% +$1.35K 0.09% 48
2024
Q4 		$348K Buy
5,065
+25
+0.5% +$1.68K 0.1% 44
2024
Q3 		$325K Sell
5,040
-90
-2% -$5.61K 0.09% 45
2024
Q2 		$322K Sell
5,130
-75
-1% -$4.38K 0.1% 44
2024
Q1 		$297K Buy
5,205
+205
+4% +$11.3K 0.09% 46
2023
Q4 		$276K Buy
+5,000
New +$243K 0.09% 46

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

The Wealth Group's MGK Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.04% in Q3 2026, selling an estimated $178 and leaving 5,398 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #61.

The Wealth Group first reported a position in MGK in Q4 2023 and has held it in 12 quarters since. 721 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • The Wealth Group held 5,398 shares of Vanguard Morningstar Mega Cap Growth ETF worth $506K as of Q3 2026.
  • The Wealth Group sold 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $178.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of The Wealth Group's portfolio in Q3 2026, its #61 holding.
  • The Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 721 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.