FGC
MGK icon

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

Financial Gravity Companies’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 		$15.8K Buy
+180
New +$15.4K ﹤0.01% 503
2025
Q2 		$79.5K Buy
+1,085
New +$71.5K 0.02% 245
2024
Q4 		$128K Sell
1,870
-235
-11% -$15.8K 0.03% 176
2024
Q3 		$136K Buy
+2,105
New +$131K 0.04% 113

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 Gravity Companies's MGK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 180 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MGK as recently as Q2 2025.

Financial Gravity Companies first reported a position in MGK in Q3 2024 and has held it in 4 quarters since. The position peaked at $136K in Q3 2024. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Financial Gravity Companies held 180 shares of Vanguard Morningstar Mega Cap Growth ETF worth $15.8K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #503 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Vanguard Morningstar Mega Cap Growth ETF position peaked at $136K in Q3 2024.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.