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WealthTrust Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

WealthTrust Asset Management’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 		$1.77M Buy
+20,136
New +$1.72M 0.96% 22
2024
Q3 		– Sell
-28,840
Closed -$1.81M – 101
2024
Q2 		$1.81M Buy
28,840
+18,920
+191% +$1.1M 1.32% 20
2024
Q1 		$569K Buy
+9,920
New +$547K 0.43% 47

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

WealthTrust Asset Management's MGK Position: Q2 2026 in Review

WealthTrust Asset Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 20,136 shares worth $1.77M. The stake represents 0.96% of the portfolio and ranks #22 among its holdings. This is a return to the name: WealthTrust Asset Management previously reported a position in MGK as recently as Q2 2024.

WealthTrust Asset Management first reported a position in MGK in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.81M in Q2 2024. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • WealthTrust Asset Management held 20,136 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.77M as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new WealthTrust Asset Management position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.96% of WealthTrust Asset Management's portfolio in Q2 2026, its #22 holding.
  • WealthTrust Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • WealthTrust Asset Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.81M in Q2 2024.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.