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

Financial Management Network’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
Q3 		$940K Hold
10,033
– – 0.14% 97
2026
Q2 		$871K Sell
10,033
-1,232
-11% -$105K 0.13% 102
2026
Q1 		$870K Hold
11,265
– – 0.13% 94
2025
Q4 		$926K Sell
11,265
-50
-0.4% -$4.11K 0.15% 89
2025
Q3 		$922K Hold
11,315
– – 0.15% 86
2025
Q2 		$835K Buy
11,315
+70
+0.6% +$4.61K 0.15% 89
2025
Q1 		$625K Hold
11,245
– – 0.14% 92
2024
Q4 		$783K Sell
11,245
-570
-5% -$38.4K 0.16% 86
2024
Q3 		$759K Hold
11,815
– – 0.16% 87
2024
Q2 		$771K Hold
11,815
– – 0.19% 80
2024
Q1 		$665K Buy
+11,815
New +$652K 0.17% 85
2023
Q4 		– Sell
-11,815
Closed -$539K – 148
2023
Q3 		$539K Hold
11,815
– – 0.18% 83
2023
Q2 		$556K Sell
11,815
-2,465
-17% -$106K 0.19% 81
2023
Q1 		$583K Buy
14,280
+1,690
+13% +$64K 0.23% 69
2022
Q4 		$433K Hold
12,590
– – 0.19% 93
2022
Q3 		$463K Hold
12,590
– – 0.23% 85
2022
Q2 		$462K Hold
12,590
– – 0.25% 79
2022
Q1 		$605K Hold
12,590
– – 0.31% 62
2021
Q4 		$655K Sell
12,590
-90
-0.7% -$4.56K 0.3% 67
2021
Q3 		$589K Hold
12,680
– – 0.3% 69
2021
Q2 		$595K Sell
12,680
-675
-5% -$29.7K 0.3% 67
2021
Q1 		$590K Sell
13,355
-285
-2% -$11.7K 0.31% 71
2020
Q4 		$565K Buy
+13,640
New +$528K 0.35% 59

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Financial Management Network's MGK Position: Q3 2026 in Review

Financial Management Network held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 10,033 shares worth $940K. The position accounts for 0.14% of the portfolio, ranked #97.

Financial Management Network first reported a position in MGK in Q4 2020 and has held it in 23 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Financial Management Network held 10,033 shares of Vanguard Morningstar Mega Cap Growth ETF worth $940K as of Q3 2026.
  • Financial Management Network left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.14% of Financial Management Network's portfolio in Q3 2026, its #97 holding.
  • Financial Management Network first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.