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Go Invest LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Go Invest LLC’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 		$31.9K Buy
363
+3
+0.8% +$256 0.01% 51
2026
Q1 		$26.5K Hold
360
– – 0.01% 49
2025
Q4 		$29.8K Buy
+360
New +$29.6K 0.01% 46

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Go Invest LLC's MGK Position: Q2 2026 in Review

Go Invest LLC increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.83% in Q2 2026, buying an estimated $256 and bringing the position to 363 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #51.

Go Invest LLC first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Go Invest LLC held 363 shares of Vanguard Morningstar Mega Cap Growth ETF worth $31.9K as of Q2 2026.
  • Go Invest LLC bought 3 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $256.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Go Invest LLC's portfolio in Q2 2026, its #51 holding.
  • Go Invest LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.