Cascade Financial Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cascade Financial Partners’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	$16.5M	Buy	187,887 +4,782	+3%	+$408K	1.43%	13
2026 Q1	$13.5M	Sell	183,105 -3,285	-2%	-$258K	1.39%	14
2025 Q4	$15.4M	Buy	186,390 +14,935	+9%	+$1.23M	1.56%	11
2025 Q3	$13.8M	Sell	171,455 -2,080	-1%	-$160K	1.58%	12
2025 Q2	$12.7M	Buy	173,535 +9,690	+6%	+$639K	1.53%	12
2025 Q1	$10.1M	Buy	163,845 +10,800	+7%	+$729K	1.28%	13
2024 Q4	$10.5M	Buy	153,045 +4,000	+3%	+$269K	1.37%	12
2024 Q3	$9.83M	Buy	149,045 +2,675	+2%	+$167K	1.23%	13
2024 Q2	$9.2M	Buy	146,370 +1,185	+0.8%	+$69.1K	1.21%	13
2024 Q1	$8.26M	Buy	+145,185	New	+$8.01M	1.19%	14

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

Cascade Financial Partners's MGK Position: Q2 2026 in Review

Cascade Financial Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.6% in Q2 2026, buying an estimated $408K and bringing the position to 187,887 shares worth $16.5M. The position accounts for 1.43% of the portfolio, ranked #13.

Cascade Financial Partners first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Cascade Financial Partners held 187,887 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16.5M as of Q2 2026.
Cascade Financial Partners bought 4,782 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $408K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.43% of Cascade Financial Partners's portfolio in Q2 2026, its #13 holding.
Cascade Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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