WWM
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Western Wealth Management’s Vanguard Morningstar 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
Q2 		$2.01M Sell
22,891
-8,139
-26% -$695K 0.07% 299
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 Sell
8,145
-19,375
-70% -$1.31M 0.03% 391
2024
Q4 		$1.89M Sell
27,520
-1,925
-7% -$130K 0.1% 204
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 $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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Western Wealth Management's MGK Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 26% in Q2 2026, selling an estimated $695K and leaving 22,891 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #299.

Western Wealth Management first reported a position in MGK in Q1 2019 and has held it in 29 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Western Wealth Management held 22,891 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.01M as of Q2 2026.
  • Western Wealth Management sold 8,139 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $695K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Western Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Western Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.