WWM
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Western Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Western Wealth 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
Q1 		$1.32M Buy
31,030
+13,320
+75% +$1.05M 0.05% 361
2025
Q4 		$1.46M Buy
17,710
+9,625
+119% +$791K 0.07% 273
2025
Q3 		$651K Sell
8,085
-95
-1% -$7.29K 0.03% 392
2025
Q2 		$599K Buy
8,180
+35
+0.4% +$2.31K 0.04% 376
2025
Q1 		$503K Buy
8,145
+555
+7% +$37.4K 0.03% 391
2024
Q4 		$521K Sell
7,590
-21,855
-74% -$1.47M 0.03% 373
2024
Q3 		$1.9M Buy
29,445
+20,195
+218% +$1.26M 0.11% 194
2024
Q2 		$581K Buy
9,250
+275
+3% +$16K 0.04% 330
2024
Q1 		$514K Sell
8,975
-21,925
-71% -$1.21M 0.04% 360
2023
Q4 		$1.6M Sell
30,900
-100
-0.3% -$4.85K 0.12% 183
2023
Q3 		$1.41M Buy
31,000
+6,300
+26% +$297K 0.12% 178
2023
Q2 		$1.16M Buy
24,700
+4,265
+21% +$184K 0.1% 213
2023
Q1 		$836K Buy
20,435
+350
+2% +$13.3K 0.08% 264
2022
Q4 		$691K Sell
20,085
-11,080
-36% -$397K 0.07% 288
2022
Q3 		$1.1M Buy
31,165
+7,070
+29% +$278K 0.06% 287
2022
Q2 		$896K Sell
24,095
-70
-0.3% -$2.82K 0.05% 328
2022
Q1 		$1.14M Buy
24,165
+16,275
+206% +$754K 0.06% 317
2021
Q4 		$412K Buy
+7,890
New +$400K 0.04% 370
2021
Q2 		$750K Buy
16,180
+680
+4% +$29.9K 0.08% 267
2021
Q1 		$642K Buy
15,500
+310
+2% +$12.8K 0.09% 233
2020
Q4 		$619K Sell
15,190
-315
-2% -$12.2K 0.09% 222
2020
Q3 		$575K Buy
15,505
+390
+3% +$14.1K 0.09% 213
2020
Q2 		$504K Buy
15,115
+6,950
+85% +$207K 0.09% 222
2020
Q1 		$208K Sell
8,165
-200
-2% -$5.78K 0.05% 333
2019
Q4 		$244K Buy
8,365
+260
+3% +$7.18K 0.04% 351
2019
Q3 		$214K Sell
8,105
-85
-1% -$2.25K 0.04% 362
2019
Q2 		$211K Sell
8,190
-45
-0.5% -$1.15K 0.03% 378
2019
Q1 		$205K Buy
+8,235
New +$193K 0.05% 360

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's MGK Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 75% in Q1 2026, buying an estimated $1.05M and bringing the position to 31,030 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #361.

Western Wealth Management first reported a position in MGK in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.9M in Q3 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Western Wealth Management held 31,030 shares of Vanguard Mega Cap Growth ETF worth $1.32M as of Q1 2026.
  • Western Wealth Management bought 13,320 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.05M.
  • Vanguard Mega Cap Growth ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #361 holding.
  • Western Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Western Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $1.9M in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.