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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Wedmont Private Capital's MGK Position: Q2 2026 in Review

Wedmont Private Capital increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.04% in Q2 2026, buying an estimated $85 and bringing the position to 2,666 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #850.

Wedmont Private Capital first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $490K in Q4 2025. 695 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Wedmont Private Capital held 2,666 shares of Vanguard Morningstar Mega Cap Growth ETF worth $237K as of Q2 2026.
Wedmont Private Capital bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #850 holding.
Wedmont Private Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Wedmont Private Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $490K in Q4 2025.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.