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Financial Freedom LLC’s Vanguard Morningstar 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
Q2 		$650K Buy
7,393
+8
+0.1% +$683 0.3% 58
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Financial Freedom LLC's MGK Position: Q2 2026 in Review

Financial Freedom LLC increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.11% in Q2 2026, buying an estimated $683 and bringing the position to 7,393 shares worth $650K. The position accounts for 0.3% of the portfolio, ranked #58.

Financial Freedom LLC first reported a position in MGK in Q4 2022 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Financial Freedom LLC held 7,393 shares of Vanguard Morningstar Mega Cap Growth ETF worth $650K as of Q2 2026.
  • Financial Freedom LLC bought 8 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $683.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.3% of Financial Freedom LLC's portfolio in Q2 2026, its #58 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.