Bright Futures Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bright Futures 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	$2.84M	Buy	32,344 +124	+0.4%	+$10.6K	1.84%	6
2026 Q1	$2.37M	Buy	32,220 +260	+0.8%	+$20.4K	1.62%	12
2025 Q4	$2.64M	Sell	31,960 -13,615	-30%	-$1.12M	1.95%	10
2025 Q3	$3.67M	Buy	+45,575	New	+$3.5M	2.87%	1
2025 Q1	$2.49M	Sell	43,700 -105	-0.2%	-$7.08K	2.73%	8
2024 Q4	$3.06M	Sell	43,805 -430	-1%	-$28.9K	2.72%	8
2024 Q3	$2.92M	Sell	44,235 -530	-1%	-$33.1K	1.41%	11
2024 Q2	$2.65M	Buy	44,765 +25	+0.1%	+$1.46K	1.44%	13
2024 Q1	$2.84M	Buy	+44,740	New	+$2.47M	1.53%	10

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Bright Futures Wealth Management's MGK Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.38% in Q2 2026, buying an estimated $10.6K and bringing the position to 32,344 shares worth $2.84M. The position accounts for 1.84% of the portfolio, ranked #6.

Bright Futures Wealth Management first reported a position in MGK in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.67M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Bright Futures Wealth Management held 32,344 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.84M as of Q2 2026.
Bright Futures Wealth Management bought 124 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.84% of Bright Futures Wealth Management's portfolio in Q2 2026, its #6 holding.
Bright Futures Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.67M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.