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

Veridan Wealth’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 		$2.81M Sell
31,982
-2,273
-7% -$194K 0.96% 31
2026
Q1 		$2.52M Buy
34,255
+2,005
+6% +$157K 0.93% 31
2025
Q4 		$2.66M Buy
32,250
+10
+0% +$821 0.89% 30
2025
Q3 		$2.59M Buy
+32,240
New +$2.47M 0.89% 30
2025
Q1 		$2.27M Buy
36,665
+3,150
+9% +$213K 1.02% 31
2024
Q4 		$2.31M Buy
+33,515
New +$2.26M 1.08% 28
2024
Q2 		$2.36M Buy
+32,240
New +$1.88M 0.95% 30

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Veridan Wealth's MGK Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.6% in Q2 2026, selling an estimated $194K and leaving 31,982 shares worth $2.81M. The position accounts for 0.96% of the portfolio, ranked #31.

Veridan Wealth first reported a position in MGK in Q2 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Veridan Wealth held 31,982 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.81M as of Q2 2026.
  • Veridan Wealth sold 2,273 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $194K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.96% of Veridan Wealth's portfolio in Q2 2026, its #31 holding.
  • Veridan Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.