Financial Freedom LLC’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Financial Freedom 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 Q1	$543K	Buy	7,385 +550	+8%	+$43.2K	0.27%	62
2025 Q4	$564K	Sell	6,835 -175	-2%	-$14.4K	0.28%	59
2025 Q3	$564K	Sell	7,010 -1,220	-15%	-$93.6K	0.28%	57
2025 Q2	$603K	Hold	8,230	–	–	0.32%	56
2025 Q1	$509K	Buy	8,230 +5	+0.1%	+$337	0.29%	59
2024 Q4	$565K	Sell	8,225 -130	-2%	-$8.75K	0.3%	57
2024 Q3	$538K	Buy	8,355 +855	+11%	+$53.3K	0.28%	56
2024 Q2	$471K	Hold	7,500	–	–	0.27%	59
2024 Q1	$430K	Buy	7,500 +3,390	+82%	+$187K	0.25%	68
2023 Q4	$213K	Sell	4,110 -195	-5%	-$9.46K	0.14%	90
2023 Q3	$195K	Buy	4,305 +5	+0.1%	+$236	0.14%	95
2023 Q2	$202K	Buy	4,300 +5	+0.1%	+$215	0.14%	88
2023 Q1	$176K	Buy	4,295 +5	+0.1%	+$189	0.13%	93
2022 Q4	$148K	Buy	+4,290	New	+$154K	0.1%	93

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Freedom LLC's MGK Position: Q1 2026 in Review

Financial Freedom LLC increased its Vanguard Mega Cap Growth ETF (MGK) stake by 8% in Q1 2026, buying an estimated $43.2K and bringing the position to 7,385 shares worth $543K. The position accounts for 0.27% of the portfolio, ranked #62.

Financial Freedom LLC first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $603K in Q2 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Financial Freedom LLC held 7,385 shares of Vanguard Mega Cap Growth ETF worth $543K as of Q1 2026.
Financial Freedom LLC bought 550 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $43.2K.
Vanguard Mega Cap Growth ETF made up 0.27% of Financial Freedom LLC's portfolio in Q1 2026, its #62 holding.
Financial Freedom LLC first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Mega Cap Growth ETF position peaked at $603K in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.