WealthShield Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.7M | Sell |
189,435
-30,335
| -14% | -$2.59M | 2.55% | 3 |
|
|
2026
Q1 | $16.1M | Sell |
219,770
-3,460
| -2% | -$272K | 1.8% | 7 |
|
|
2025
Q4 | $18.4M | Sell |
223,230
-4,775
| -2% | -$392K | 2.03% | 5 |
|
|
2025
Q3 | $18.3M | Buy |
228,005
+640
| +0.3% | +$49.1K | 2.08% | 5 |
|
|
2025
Q2 | $16.6M | Buy |
227,365
+1,835
| +0.8% | +$121K | 2.01% | 4 |
|
|
2025
Q1 | $13.9M | Buy |
225,530
+28,530
| +14% | +$1.93M | 1.79% | 8 |
|
|
2024
Q4 | $13.5M | Sell |
197,000
-695
| -0.4% | -$46.8K | 1.92% | 7 |
|
|
2024
Q3 | $12.7M | Buy |
197,695
+19,475
| +11% | +$1.21M | 1.72% | 9 |
|
|
2024
Q2 | $11.2M | Buy |
178,220
+36,895
| +26% | +$2.15M | 1.71% | 8 |
|
|
2024
Q1 | $8.1M | Sell |
141,325
-69,695
| -33% | -$3.85M | 1.31% | 17 |
|
|
2023
Q4 | $11M | Sell |
211,020
-1,855
| -0.9% | -$90K | 1.8% | 5 |
|
|
2023
Q3 | $9.7M | Buy |
212,875
+23,795
| +13% | +$1.12M | 1.46% | 12 |
|
|
2023
Q2 | $8.9M | Hold |
189,080
| – | – | 1.34% | 15 |
|
|
2023
Q1 | $7.73M | Buy |
189,080
+1,750
| +0.9% | +$66.3K | 1.25% | 19 |
|
|
2022
Q4 | $6.45M | Sell |
187,330
-445
| -0.2% | -$15.9K | 1.23% | 17 |
|
|
2022
Q3 | $6.56M | Hold |
187,775
| – | – | 1.3% | 15 |
|
|
2022
Q2 | $6.82M | Hold |
187,775
| – | – | 1.35% | 17 |
|
|
2022
Q1 | $8.84M | Sell |
187,775
-4,250
| -2% | -$197K | 1.42% | 12 |
|
|
2021
Q4 | $10M | Buy |
192,025
+3,415
| +2% | +$173K | 1.67% | 11 |
|
|
2021
Q3 | $8.86M | Buy |
+188,610
| New | +$9.12M | 2.37% | 5 |
|
|
2021
Q2 | – | Sell |
-194,715
| Closed | -$8.06M | – | 986 |
|
|
2021
Q1 | $8.06M | Hold |
194,715
| – | – | 1.45% | 16 |
|
|
2020
Q4 | $7.93M | Hold |
194,715
| – | – | 1.46% | 15 |
|
|
2020
Q3 | $7.22M | Hold |
194,715
| – | – | 2.53% | 2 |
|
|
2020
Q2 | $6.36M | Sell |
194,715
-655
| -0.3% | -$19.5K | 2.93% | 3 |
|
|
2020
Q1 | $4.97M | Buy |
195,370
+2,170
| +1% | +$62.7K | 3.04% | 5 |
|
|
2019
Q4 | $5.63M | Hold |
193,200
| – | – | 2.74% | 9 |
|
|
2019
Q3 | $5.12M | Hold |
193,200
| – | – | 2.72% | 9 |
|
|
2019
Q2 | $5M | Hold |
193,200
| – | – | 2.9% | 8 |
|
|
2019
Q1 | $4.8M | Hold |
193,200
| – | – | 2.69% | 6 |
|
|
2018
Q4 | $4.14M | Sell |
193,200
-1,225
| -0.6% | -$28.4K | 2.82% | 7 |
|
|
2018
Q3 | $5M | Sell |
194,425
-17,570
| -8% | -$438K | 2.85% | 7 |
|
|
2018
Q2 | $5.06M | Hold |
211,995
| – | – | 3.09% | 6 |
|
|
2018
Q1 | $4.76M | Buy |
211,995
+7,270
| +4% | +$169K | 3.02% | 6 |
|
|
2017
Q4 | $4.61M | Buy |
+204,725
| New | +$4.46M | 2.81% | 6 |
|
Other funds holding MGK
WealthShield Partners's MGK Position: Q2 2026 in Review
WealthShield Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, selling an estimated $2.59M and leaving 189,435 shares worth $16.7M. The position accounts for 2.55% of the portfolio, ranked #3.
WealthShield Partners first reported a position in MGK in Q4 2017 and has held it in 34 quarters since. The position peaked at $18.4M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold MGK as of Q2 2026.
- WealthShield Partners held 189,435 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16.7M as of Q2 2026.
- WealthShield Partners sold 30,335 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.59M.
- Vanguard Morningstar Mega Cap Growth ETF made up 2.55% of WealthShield Partners's portfolio in Q2 2026, its #3 holding.
- WealthShield Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $18.4M in Q4 2025.
- 1,028 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.