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Seven Hills Financial, LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Seven Hills Financial, LLC’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 		$734K Buy
+7,925
New +$707K 0.44% 36

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Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
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Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Seven Hills Financial, LLC's MGK Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 7,925 shares worth $734K. The stake represents 0.44% of the portfolio and ranks #36 among its holdings.

89 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Seven Hills Financial, LLC held 7,925 shares of Vanguard Morningstar Mega Cap Growth ETF worth $734K as of Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.44% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #36 holding.
  • 89 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.