Wealthstream Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealthstream Advisors’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
2025 Q3	$672K	Hold	8,355	–	–	0.1%	70
2025 Q2	$612K	Hold	8,355	–	–	0.1%	72
2025 Q1	$516K	Hold	8,355	–	–	0.1%	78
2024 Q4	$574K	Hold	8,355	–	–	0.11%	75
2024 Q3	$538K	Hold	8,355	–	–	0.1%	75
2024 Q2	$525K	Sell	8,355 -9,675	-54%	-$565K	0.19%	70
2024 Q1	$1.03M	Hold	18,030	–	–	0.39%	37
2023 Q4	$936K	Buy	18,030 +30	+0.2%	+$1.46K	0.39%	36
2023 Q3	$817K	Buy	18,000 +25	+0.1%	+$1.18K	0.42%	33
2023 Q2	$846K	Buy	17,975 +20	+0.1%	+$862	0.44%	31
2023 Q1	$734K	Buy	17,955 +25	+0.1%	+$947	0.44%	32
2022 Q4	$617K	Buy	17,930 +75	+0.4%	+$2.69K	0.4%	35
2022 Q3	$622K	Hold	17,855	–	–	0.67%	25
2022 Q2	$649K	Buy	17,855 +25	+0.1%	+$1.01K	0.66%	25
2022 Q1	$840K	Buy	17,830 +15	+0.1%	+$695	0.73%	20
2021 Q4	$929K	Buy	+17,815	New	+$902K	0.79%	20

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthstream Advisors's MGK Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2025 at 8,355 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #70.

Wealthstream Advisors first reported a position in MGK in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2024. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Wealthstream Advisors held 8,355 shares of Vanguard Morningstar Mega Cap Growth ETF worth $672K as of Q3 2025.
Wealthstream Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mega Cap Growth ETF made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #70 holding.
Wealthstream Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.03M in Q1 2024.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.