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WealthShield Partners’s Vanguard Morningstar 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
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 		$9.66M 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 $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

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. 1,019 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.
  • 1,019 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.