Wagner Wealth Management (South Carolina)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wagner Wealth Management (South Carolina)’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	$965K	Buy	10,982 +2	+0%	+$171	0.18%	70
2026 Q1	$807K	Buy	10,980 +180	+2%	+$14.1K	0.16%	66
2025 Q4	$892K	Hold	10,800	–	–	0.19%	63
2025 Q3	$869K	Hold	10,800	–	–	0.2%	59
2025 Q2	$791K	Sell	10,800 -375	-3%	-$24.7K	0.18%	62
2025 Q1	$690K	Buy	+11,175	New	+$754K	0.17%	61

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

Wagner Wealth Management (South Carolina)'s MGK Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.02% in Q2 2026, buying an estimated $171 and bringing the position to 10,982 shares worth $965K. The position accounts for 0.18% of the portfolio, ranked #70.

Wagner Wealth Management (South Carolina) first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 1,013 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wagner Wealth Management (South Carolina) held 10,982 shares of Vanguard Morningstar Mega Cap Growth ETF worth $965K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 2 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $171.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #70 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.