USCWA
MGK icon

U.S. Capital Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

U.S. Capital Wealth Advisors’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 		$817K Buy
11,115
+75
+0.7% +$5.89K 0.02% 566
2025
Q4 		$911K Buy
11,040
+1,360
+14% +$112K 0.02% 519
2025
Q3 		$779K Buy
9,680
+125
+1% +$9.59K 0.02% 527
2025
Q2 		$700K Sell
9,555
-40
-0.4% -$2.64K 0.02% 520
2025
Q1 		$593K Sell
9,595
-110
-1% -$7.42K 0.02% 545
2024
Q4 		$667K Buy
9,705
+165
+2% +$11.1K 0.02% 502
2024
Q3 		$614K Buy
9,540
+345
+4% +$21.5K 0.02% 433
2024
Q2 		$578K Buy
9,195
+995
+12% +$58.1K 0.02% 426
2024
Q1 		$470K Sell
8,200
-1,725
-17% -$95.2K 0.02% 476
2023
Q4 		$515K Hold
9,925
– – 0.02% 448
2023
Q3 		$450K Hold
9,925
– – 0.02% 448
2023
Q2 		$467K Buy
9,925
+175
+2% +$7.54K 0.02% 453
2023
Q1 		$399K Buy
9,750
+50
+0.5% +$1.9K 0.02% 475
2022
Q4 		$334K Sell
9,700
-1,445
-13% -$51.7K 0.02% 516
2022
Q3 		$389K Buy
11,145
+320
+3% +$12.6K 0.02% 485
2022
Q2 		$393K Buy
10,825
+1,605
+17% +$64.6K 0.02% 512
2022
Q1 		$434K Buy
9,220
+2,705
+42% +$125K 0.02% 541
2021
Q4 		$340K Buy
6,515
+1,500
+30% +$76K 0.01% 575
2021
Q3 		$236K Buy
+5,015
New +$243K 0.01% 661

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 $4.69B AUM 20.56% 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

U.S. Capital Wealth Advisors's MGK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.68% in Q1 2026, buying an estimated $5.89K and bringing the position to 11,115 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #566.

U.S. Capital Wealth Advisors first reported a position in MGK in Q3 2021 and has held it in 19 quarters since. The position peaked at $911K in Q4 2025. 957 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • U.S. Capital Wealth Advisors held 11,115 shares of Vanguard Morningstar Mega Cap Growth ETF worth $817K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 75 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $5.89K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #566 holding.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $911K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.