WWM
MGK icon

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

Walser 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
Q1 		– Sell
-2,875
Closed -$237K – 199
2025
Q4 		$237K Buy
+2,875
New +$236K 0.13% 120

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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Walser Wealth Management's MGK Position: Q1 2026 in Review

Walser Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,875 shares — an estimated $237K sold.

Walser Wealth Management first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Walser Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Walser Wealth Management sold 2,875 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $237K.
  • Walser Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Walser Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $237K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.