Wealthstream Advisors’s Vanguard 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthstream Advisors's MGK Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard 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 Mega Cap Growth ETF worth $672K as of Q3 2025.
Wealthstream Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q3 2025.
Vanguard 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 Mega Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.03M in Q1 2024.
901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

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