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WealthShield Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

WealthShield Partners’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 		$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 		$9.66M 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 		$5.13M 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 		$4.13M 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

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's MGK Position: Q1 2026 in Review

WealthShield Partners reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 1.5% in Q1 2026, selling an estimated $272K and leaving 219,770 shares worth $16.1M. The position accounts for 1.8% of the portfolio, ranked #7.

WealthShield Partners first reported a position in MGK in Q4 2017 and has held it in 33 quarters since. The position peaked at $18.4M in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • WealthShield Partners held 219,770 shares of Vanguard Mega Cap Growth ETF worth $16.1M as of Q1 2026.
  • WealthShield Partners sold 3,460 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $272K.
  • Vanguard Mega Cap Growth ETF made up 1.8% of WealthShield Partners's portfolio in Q1 2026, its #7 holding.
  • WealthShield Partners first reported a position in Vanguard Mega Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
  • WealthShield Partners's Vanguard Mega Cap Growth ETF position peaked at $18.4M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.