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Fingerlakes Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Fingerlakes Wealth 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
Q2 		$12.8M Buy
145,553
+4,633
+3% +$395K 6.89% 1
2026
Q1 		$10.4M Sell
140,920
-5,585
-4% -$439K 6.87% 1
2025
Q4 		$12.1M Sell
146,505
-3,180
-2% -$261K 7.69% 1
2025
Q3 		$12M Buy
149,685
+3,655
+3% +$281K 7.86% 1
2025
Q2 		$10.7M Buy
146,030
+2,150
+1% +$142K 7.98% 1
2025
Q1 		$8.89M Buy
143,880
+10,700
+8% +$722K 7.56% 1
2024
Q4 		$9.15M Buy
133,180
+8,120
+6% +$547K 7.38% 1
2024
Q3 		$8.05M Buy
125,060
+9,125
+8% +$569K 6.69% 2
2024
Q2 		$7.29M Buy
115,935
+14,580
+14% +$851K 6.54% 3
2024
Q1 		$5.81M Buy
101,355
+10,720
+12% +$591K 5.61% 3
2023
Q4 		$4.7M Buy
90,635
+1,245
+1% +$60.4K 5.06% 3
2023
Q3 		$4.06M Sell
89,390
-835
-0.9% -$39.4K 4.96% 3
2023
Q2 		$4.25M Buy
90,225
+25
+0% +$1.08K 4.86% 3
2023
Q1 		$3.69M Buy
90,200
+305
+0.3% +$11.6K 4.6% 3
2022
Q4 		$3.09M Sell
89,895
-2,180
-2% -$78.1K 4.25% 3
2022
Q3 		$3.21M Buy
92,075
+8,550
+10% +$337K 4.68% 3
2022
Q2 		$3.04M Buy
83,525
+11,280
+16% +$454K 4.15% 3
2022
Q1 		$3.4M Buy
72,245
+1,030
+1% +$47.7K 3.98% 3
2021
Q4 		$3.73M Buy
+71,215
New +$3.61M 4.2% 3

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

Fingerlakes Wealth Management's MGK Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.3% in Q2 2026, buying an estimated $395K and bringing the position to 145,553 shares worth $12.8M. The position accounts for 6.89% of the portfolio, ranked #1.

Fingerlakes Wealth Management first reported a position in MGK in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Fingerlakes Wealth Management held 145,553 shares of Vanguard Morningstar Mega Cap Growth ETF worth $12.8M as of Q2 2026.
  • Fingerlakes Wealth Management bought 4,633 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $395K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 6.89% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Fingerlakes Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.