Creative Financial Designs’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Creative Financial Designs’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	$24.6M	Buy	279,673 +9,368	+3%	+$799K	1.17%	17
2026 Q1	$19.9M	Buy	270,305 +8,210	+3%	+$645K	1.21%	19
2025 Q4	$21.6M	Buy	262,095 +4,640	+2%	+$381K	1.36%	17
2025 Q3	$20.7M	Buy	257,455 +8,290	+3%	+$636K	1.39%	16
2025 Q2	$18.2M	Buy	249,165 +56,585	+29%	+$3.73M	1.31%	17
2025 Q1	$11.9M	Buy	192,580 +16,310	+9%	+$1.1M	0.95%	25
2024 Q4	$12.1M	Buy	176,270 +131,355	+292%	+$8.84M	0.98%	24
2024 Q3	$2.89M	Buy	44,915 +4,075	+10%	+$254K	0.24%	88
2024 Q2	$2.57M	Sell	40,840 -190	-0.5%	-$11.1K	0.23%	87
2024 Q1	$2.35M	Buy	41,030 +2,925	+8%	+$161K	0.22%	95
2023 Q4	$1.98M	Buy	38,105 +5,940	+18%	+$288K	0.2%	101
2023 Q3	$1.46M	Buy	32,165 +5,465	+20%	+$258K	0.17%	109
2023 Q2	$1.26M	Sell	26,700 -48,575	-65%	-$2.09M	0.15%	130
2023 Q1	$3.08M	Sell	75,275 -14,640	-16%	-$555K	0.4%	62
2022 Q4	$3.09M	Buy	89,915 +15,845	+21%	+$567K	0.46%	50
2022 Q3	$2.58M	Sell	74,070 -10	-0%	-$394	0.42%	48
2022 Q2	$2.69M	Buy	74,080 +8,460	+13%	+$340K	0.44%	50
2022 Q1	$3.09M	Sell	65,620 -5,570	-8%	-$258K	0.47%	48
2021 Q4	$3.71M	Buy	71,190 +1,925	+3%	+$97.5K	0.56%	39
2021 Q3	$3.25M	Buy	69,265 +6,065	+10%	+$293K	0.54%	39
2021 Q2	$2.92M	Buy	63,200 +3,745	+6%	+$165K	0.51%	42
2021 Q1	$2.46M	Buy	59,455 +1,905	+3%	+$78.5K	0.48%	43
2020 Q4	$2.35M	Buy	57,550 +3,415	+6%	+$132K	0.5%	41
2020 Q3	$2.01M	Buy	54,135 +8,410	+18%	+$303K	0.5%	44
2020 Q2	$1.5M	Buy	+45,725	New	+$1.36M	0.45%	43

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

Creative Financial Designs's MGK Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.5% in Q2 2026, buying an estimated $799K and bringing the position to 279,673 shares worth $24.6M. The position accounts for 1.17% of the portfolio, ranked #17.

Creative Financial Designs first reported a position in MGK in Q2 2020 and has held it in 25 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Creative Financial Designs held 279,673 shares of Vanguard Morningstar Mega Cap Growth ETF worth $24.6M as of Q2 2026.
Creative Financial Designs bought 9,368 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $799K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.17% of Creative Financial Designs's portfolio in Q2 2026, its #17 holding.
Creative Financial Designs first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.