WSFG
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Wall Street Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wall Street Financial 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
Q2 		– Sell
-505
Closed -$37.1K – 413
2026
Q1 		$37.1K Buy
+505
New +$39.7K 0.02% 369

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

Wall Street Financial Group's MGK Position: Q2 2026 in Review

Wall Street Financial Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 505 shares — an estimated $37.1K sold.

Wall Street Financial Group first reported a position in MGK in Q1 2026 and held it in 1 quarter. The position peaked at $37.1K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Wall Street Financial Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 505 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $37.1K.
  • Wall Street Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $37.1K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.