Wedbush Securities’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wedbush Securities’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	$214K	Buy	+2,431	New	+$207K	0.01%	1179
2025 Q2	–	Sell	-5,130	Closed	-$317K	–	1186
2025 Q1	$317K	Sell	5,130 -305	-6%	-$20.6K	0.01%	786
2024 Q4	$373K	Sell	5,435 -235	-4%	-$15.8K	0.01%	721
2024 Q3	$365K	Buy	5,670 +1,410	+33%	+$87.9K	0.01%	733
2024 Q2	$268K	Buy	+4,260	New	+$249K	0.01%	914
2024 Q1	–	Sell	-6,110	Closed	-$317K	–	1259
2023 Q4	$317K	Sell	6,110 -500	-8%	-$24.3K	0.01%	747
2023 Q3	$300K	Hold	6,610	–	–	0.01%	726
2023 Q2	$311K	Sell	6,610 -2,500	-27%	-$108K	0.01%	738
2023 Q1	$373K	Buy	9,110 +275	+3%	+$10.4K	0.02%	652
2022 Q4	$304K	Sell	8,835 -5,445	-38%	-$195K	0.02%	732
2022 Q3	$498K	Buy	14,280 +695	+5%	+$27.4K	0.03%	515
2022 Q2	$494K	Buy	13,585 +55	+0.4%	+$2.21K	0.03%	534
2022 Q1	$637K	Buy	13,530 +5,190	+62%	+$240K	0.03%	492
2021 Q4	$435K	Buy	8,340 +2,730	+49%	+$138K	0.02%	693
2021 Q3	$263K	Hold	5,610	–	–	0.01%	927
2021 Q2	$260K	Hold	5,610	–	–	0.01%	931
2021 Q1	$232K	Hold	5,610	–	–	0.01%	930
2020 Q4	$229K	Hold	5,610	–	–	0.02%	750
2020 Q3	$208K	Buy	+5,610	New	+$202K	0.02%	760

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

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

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

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

Wedbush Securities's MGK Position: Q2 2026 in Review

Wedbush Securities opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,431 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in MGK as recently as Q1 2025.

Wedbush Securities first reported a position in MGK in Q3 2020 and has held it in 19 quarters since. The position peaked at $637K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wedbush Securities held 2,431 shares of Vanguard Morningstar Mega Cap Growth ETF worth $214K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Wedbush Securities position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1179 holding.
Wedbush Securities first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
Wedbush Securities's Vanguard Morningstar Mega Cap Growth ETF position peaked at $637K in Q1 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.