Causey Wealth LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Causey Wealth 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 Q2	$2.42M	Sell	27,553 -822	-3%	-$70.2K	0.95%	28
2026 Q1	$2.09M	Buy	28,375 +550	+2%	+$43.2K	0.89%	29
2025 Q4	$2.3M	Sell	27,825 -2,745	-9%	-$225K	1.04%	28
2025 Q3	$2.46M	Sell	30,570 -680	-2%	-$52.2K	1.2%	25
2025 Q2	$2.29M	Hold	31,250	–	–	1.18%	26
2025 Q1	$1.93M	Buy	31,250 +15	+0%	+$1.01K	1.08%	27
2024 Q4	$2.15M	Buy	+31,235	New	+$2.1M	1.25%	25

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

Causey Wealth LLC's MGK Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.9% in Q2 2026, selling an estimated $70.2K and leaving 27,553 shares worth $2.42M. The position accounts for 0.95% of the portfolio, ranked #28.

Causey Wealth LLC first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Causey Wealth LLC held 27,553 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.42M as of Q2 2026.
Causey Wealth LLC sold 822 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $70.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.95% of Causey Wealth LLC's portfolio in Q2 2026, its #28 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.46M in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.