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Atomi Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Atomi Financial Group’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 		$570K Buy
+6,481
New +$553K 0.01% 709
2025
Q1 		– Sell
-8,645
Closed -$594K – 1086
2024
Q4 		$594K Sell
8,645
-1,560
-15% -$105K 0.03% 417
2024
Q3 		$657K Sell
10,205
-220
-2% -$13.7K 0.04% 357
2024
Q2 		$655K Buy
10,425
+1,990
+24% +$116K 0.05% 307
2024
Q1 		$484K Sell
8,435
-1,095
-11% -$60.4K 0.04% 353
2023
Q4 		$495K Buy
+9,530
New +$462K 0.07% 274

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

Atomi Financial Group's MGK Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 6,481 shares worth $570K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in MGK as recently as Q4 2024.

Atomi Financial Group first reported a position in MGK in Q4 2023 and has held it in 6 quarters since. The position peaked at $657K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Atomi Financial Group held 6,481 shares of Vanguard Morningstar Mega Cap Growth ETF worth $570K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Atomi Financial Group position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #709 holding.
  • Atomi Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • Atomi Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $657K in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.