Clear Creek Financial Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Clear Creek Financial 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	$559K	Sell	6,361 -19	-0.3%	-$1.62K	0.04%	381
2026 Q1	$469K	Buy	6,380 +1,205	+23%	+$94.7K	0.04%	405
2025 Q4	$427K	Hold	5,175	–	–	0.03%	420
2025 Q3	$417K	Sell	5,175 -905	-15%	-$69.5K	0.04%	401
2025 Q2	$445K	Sell	6,080 -7,500	-55%	-$494K	0.04%	367
2025 Q1	$839K	Buy	13,580 +4,695	+53%	+$317K	0.09%	219
2024 Q4	$610K	Buy	8,885 +4,315	+94%	+$290K	0.07%	260
2024 Q3	$294K	Buy	4,570 +665	+17%	+$41.5K	0.03%	348
2024 Q2	$245K	Buy	+3,905	New	+$228K	0.03%	376
2020 Q3	–	Sell	-8,940	Closed	-$292K	–	189
2020 Q2	$292K	Buy	+8,940	New	+$267K	0.08%	183

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Clear Creek Financial Management's MGK Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.3% in Q2 2026, selling an estimated $1.62K and leaving 6,361 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #381.

Clear Creek Financial Management first reported a position in MGK in Q2 2020 and has held it in 10 quarters since. The position peaked at $839K in Q1 2025. 737 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Clear Creek Financial Management held 6,361 shares of Vanguard Morningstar Mega Cap Growth ETF worth $559K as of Q2 2026.
Clear Creek Financial Management sold 19 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.62K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #381 holding.
Clear Creek Financial Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 10 quarters since.
Clear Creek Financial Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $839K in Q1 2025.
737 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.