Financial Gravity Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Financial Gravity Asset 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 Q1	$28.3K	Sell	385 -130	-25%	-$10.2K	0.01%	393
2025 Q4	$42.5K	Sell	515 -235	-31%	-$19.3K	0.01%	270
2025 Q3	$60.4K	Buy	+750	New	+$57.6K	0.01%	276
2025 Q1	$110K	Buy	+1,785	New	+$120K	0.02%	211
2024 Q2	$137K	Sell	2,185 -680	-24%	-$39.7K	0.03%	157
2024 Q1	$149K	Hold	2,865	–	–	0.04%	153
2023 Q4	$149K	Buy	+2,865	New	+$139K	0.04%	152

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's MGK Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 25% in Q1 2026, selling an estimated $10.2K and leaving 385 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #393.

Financial Gravity Asset Management first reported a position in MGK in Q4 2023 and has held it in 7 quarters since. The position peaked at $149K in Q1 2024. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Financial Gravity Asset Management held 385 shares of Vanguard Morningstar Mega Cap Growth ETF worth $28.3K as of Q1 2026.
Financial Gravity Asset Management sold 130 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $10.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #393 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $149K in Q1 2024.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.