First Pacific Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

First Pacific Financial’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	$289K	Buy	3,292 +182	+6%	+$15.5K	0.03%	159
2026 Q1	$228K	Buy	3,110 +5	+0.2%	+$393	0.03%	161
2025 Q4	$256K	Sell	3,105 -290	-9%	-$23.8K	0.03%	159
2025 Q3	$273K	Sell	3,395 -20	-0.6%	-$1.53K	0.04%	148
2025 Q2	$250K	Hold	3,415	–	–	0.04%	155
2025 Q1	$211K	Sell	3,415 -1,580	-32%	-$107K	0.04%	128
2024 Q4	$343K	Buy	4,995 +10	+0.2%	+$673	0.08%	117
2024 Q3	$321K	Buy	+4,985	New	+$311K	0.08%	116

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

VIA

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

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

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

First Pacific Financial's MGK Position: Q2 2026 in Review

First Pacific Financial increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.9% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,292 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #159.

First Pacific Financial first reported a position in MGK in Q3 2024 and has held it in 8 quarters since. The position peaked at $343K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

First Pacific Financial held 3,292 shares of Vanguard Morningstar Mega Cap Growth ETF worth $289K as of Q2 2026.
First Pacific Financial bought 182 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $15.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of First Pacific Financial's portfolio in Q2 2026, its #159 holding.
First Pacific Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
First Pacific Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $343K in Q4 2024.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.