Financial Life Planners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Financial Life Planners’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	$2.84M	Sell	32,345 -265	-0.8%	-$22.6K	1.83%	9
2026 Q1	$2.4M	Sell	32,610 -3,525	-10%	-$277K	1.84%	10
2025 Q4	$2.98M	Sell	36,135 -390	-1%	-$32K	2.14%	9
2025 Q3	$2.94M	Buy	36,525 +40	+0.1%	+$3.07K	1.98%	10
2025 Q2	$2.67M	Buy	36,485 +885	+2%	+$58.3K	2.17%	11
2025 Q1	$2.2M	Buy	35,600 +30	+0.1%	+$2.02K	2.14%	10
2024 Q4	$2.44M	Buy	+35,570	New	+$2.39M	2.05%	10

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Financial Life Planners's MGK Position: Q2 2026 in Review

Financial Life Planners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.81% in Q2 2026, selling an estimated $22.6K and leaving 32,345 shares worth $2.84M. The position accounts for 1.83% of the portfolio, ranked #9.

Financial Life Planners first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q4 2025. 486 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Financial Life Planners held 32,345 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.84M as of Q2 2026.
Financial Life Planners sold 265 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $22.6K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.83% of Financial Life Planners's portfolio in Q2 2026, its #9 holding.
Financial Life Planners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.98M in Q4 2025.
486 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.