GER Loftin Wealth Advisors LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

GER Loftin Wealth Advisors 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 Q3	$2.56M	Buy	+27,636	New	+$2.46M	0.81%	30

Other funds holding MGK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's MGK Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2026: 27,636 shares worth $2.56M. The stake represents 0.81% of the portfolio and ranks #30 among its holdings.

814 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

GER Loftin Wealth Advisors LLC held 27,636 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.56M as of Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.81% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #30 holding.
814 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.