WPC
MGK icon

Wedmont Private Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wedmont Private Capital’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
Q3 		$211K Sell
2,253
-413
-15% -$36.8K 0.01% 943
2026
Q2 		$237K Buy
2,666
+1
+0% +$85 0.01% 850
2026
Q1 		$205K Sell
2,665
-3,230
-55% -$254K 0.01% 807
2025
Q4 		$490K Sell
5,895
-20
-0.3% -$1.64K 0.02% 483
2025
Q3 		$478K Buy
5,915
+5
+0.1% +$384 0.02% 474
2025
Q2 		$437K Buy
5,910
+1,855
+46% +$122K 0.02% 466
2025
Q1 		$243K Hold
4,055
– – 0.01% 577
2024
Q4 		$276K Buy
4,055
+320
+9% +$21.5K 0.01% 559
2024
Q3 		$237K Hold
3,735
– – 0.01% 580
2024
Q2 		$242K Buy
3,735
+5
+0.1% +$292 0.02% 557
2024
Q1 		$213K Sell
3,730
-850
-19% -$46.9K 0.02% 554
2023
Q4 		$235K Buy
+4,580
New +$222K 0.02% 487

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's MGK Position: Q3 2026 in Review

Wedmont Private Capital reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 15% in Q3 2026, selling an estimated $36.8K and leaving 2,253 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #943.

Wedmont Private Capital first reported a position in MGK in Q4 2023 and has held it in 12 quarters since. The position peaked at $490K in Q4 2025. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Wedmont Private Capital held 2,253 shares of Vanguard Morningstar Mega Cap Growth ETF worth $211K as of Q3 2026.
  • Wedmont Private Capital sold 413 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $36.8K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #943 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $490K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.