Good Life Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Good Life 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
2025 Q2	$2.57M	Sell	35,025 -100	-0.3%	-$6.59K	0.16%	113
2025 Q1	$2.17M	Buy	35,125 +2,820	+9%	+$190K	0.15%	124
2024 Q4	$2.22M	Buy	32,305 +755	+2%	+$50.8K	0.16%	119
2024 Q3	$2.03M	Buy	31,550 +6,635	+27%	+$414K	0.13%	140
2024 Q2	$1.57M	Buy	24,915 +3,960	+19%	+$231K	0.13%	138
2024 Q1	$1.2M	Buy	20,955 +1,780	+9%	+$98.2K	0.11%	146
2023 Q4	$995K	Buy	19,175 +3,920	+26%	+$190K	0.1%	159
2023 Q3	$692K	Buy	+15,255	New	+$720K	0.08%	180
2017 Q1	–	Sell	-12,570	Closed	-$225K	–	202
2016 Q4	$225K	Buy	+12,570	New	+$218K	0.13%	129

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Good Life Advisors's MGK Position: Q2 2025 in Review

Good Life Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.28% in Q2 2025, selling an estimated $6.59K and leaving 35,025 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #113.

Good Life Advisors first reported a position in MGK in Q4 2016 and has held it in 9 quarters since. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Good Life Advisors held 35,025 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.57M as of Q2 2025.
Good Life Advisors sold 100 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $6.59K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.16% of Good Life Advisors's portfolio in Q2 2025, its #113 holding.
Good Life Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2016 and has held it in 9 quarters since.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.