Bucket List Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bucket List 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	$2.28M	Sell	25,945 -8,750	-25%	-$747K	1.12%	18
2026 Q1	$2.55M	Sell	34,695 -1,295	-4%	-$102K	1.54%	16
2025 Q4	$2.97M	Buy	+35,990	New	+$2.96M	1.77%	11

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

Bucket List Wealth Management's MGK Position: Q2 2026 in Review

Bucket List Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 25% in Q2 2026, selling an estimated $747K and leaving 25,945 shares worth $2.28M. The position accounts for 1.12% of the portfolio, ranked #18.

Bucket List Wealth Management first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Bucket List Wealth Management held 25,945 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.28M as of Q2 2026.
Bucket List Wealth Management sold 8,750 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $747K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.12% of Bucket List Wealth Management's portfolio in Q2 2026, its #18 holding.
Bucket List Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Bucket List Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.97M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.