GoalVest Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

GoalVest Advisory’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	$34.7K	Buy	+395	New	+$33.7K	0.01%	245
2025 Q1	–	Sell	-350	Closed	-$24K	–	523
2024 Q4	$24K	Buy	+350	New	+$23.6K	0.01%	233
2023 Q4	–	Sell	-325	Closed	-$14.7K	–	446
2023 Q3	$14.7K	Buy	+325	New	+$15.3K	0.01%	239
2023 Q2	–	Sell	-125	Closed	-$5.11K	–	392
2023 Q1	$5.11K	Hold	125	–	–	﹤0.01%	205
2022 Q4	$4.3K	Buy	+125	New	+$4.48K	﹤0.01%	205
2021 Q1	–	Sell	-1,420	Closed	-$58K	–	206
2020 Q4	$58K	Buy	+1,420	New	+$55K	0.05%	111

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

GoalVest Advisory's MGK Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 395 shares worth $34.7K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MGK as recently as Q4 2024.

GoalVest Advisory first reported a position in MGK in Q4 2020 and has held it in 6 quarters since. The position peaked at $58K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

GoalVest Advisory held 395 shares of Vanguard Morningstar Mega Cap Growth ETF worth $34.7K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new GoalVest Advisory position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #245 holding.
GoalVest Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 6 quarters since.
GoalVest Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $58K in Q4 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.