Florida Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Florida Financial Advisors’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	$1.63M	Buy	18,528 +108	+0.6%	+$9.22K	0.28%	101
2026 Q1	$1.35M	Sell	18,420 -2,695	-13%	-$212K	0.32%	88
2025 Q4	$1.74M	Sell	21,115 -3,300	-14%	-$271K	0.47%	51
2025 Q3	$1.96M	Buy	24,415 +1,880	+8%	+$144K	0.61%	36
2025 Q2	$1.65M	Buy	22,535 +5,285	+31%	+$348K	0.55%	37
2025 Q1	$1.06M	Buy	17,250 +2,325	+16%	+$157K	0.42%	51
2024 Q4	$1.03M	Buy	14,925 +2,435	+19%	+$164K	0.46%	46
2024 Q3	$804K	Buy	12,490 +2,060	+20%	+$128K	0.41%	51
2024 Q2	$655K	Buy	10,430 +2,990	+40%	+$174K	0.39%	54
2024 Q1	$427K	Buy	+7,440	New	+$411K	0.31%	57

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

Florida Financial Advisors's MGK Position: Q2 2026 in Review

Florida Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.59% in Q2 2026, buying an estimated $9.22K and bringing the position to 18,528 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #101.

Florida Financial Advisors first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Florida Financial Advisors held 18,528 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.63M as of Q2 2026.
Florida Financial Advisors bought 108 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $9.22K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.28% of Florida Financial Advisors's portfolio in Q2 2026, its #101 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.96M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.