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

Vigilare 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 Q2	$228K	Buy	+2,590	New	+$221K	0.07%	108
2026 Q1	–	Sell	-18,810	Closed	-$1.55M	–	123
2025 Q4	$1.55M	Buy	18,810 +14,385	+325%	+$1.18M	0.52%	35
2025 Q3	$356K	Sell	4,425 -9,800	-69%	-$752K	0.12%	91
2025 Q2	$1.04M	Sell	14,225 -25,240	-64%	-$1.66M	0.39%	44
2025 Q1	$2.44M	Buy	39,465 +35,870	+998%	+$2.42M	0.97%	23
2024 Q4	$247K	Buy	+3,595	New	+$242K	0.1%	77
2024 Q3	–	Sell	-10,530	Closed	-$662K	–	95
2024 Q2	$662K	Buy	10,530 +805	+8%	+$47K	0.29%	44
2024 Q1	$557K	Buy	+9,725	New	+$537K	0.27%	45

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

VIA

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

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

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

Vigilare Wealth Management's MGK Position: Q2 2026 in Review

Vigilare Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,590 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #108 among its holdings. This is a return to the name: Vigilare Wealth Management previously reported a position in MGK as recently as Q4 2025.

Vigilare Wealth Management first reported a position in MGK in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q1 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Vigilare Wealth Management held 2,590 shares of Vanguard Morningstar Mega Cap Growth ETF worth $228K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Vigilare Wealth Management position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Vigilare Wealth Management's portfolio in Q2 2026, its #108 holding.
Vigilare Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
Vigilare Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.44M in Q1 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.