Lakeshore Financial Planning’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lakeshore Financial Planning’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	$737K	Buy	8,388 +103	+1%	+$8.79K	0.24%	34
2026 Q1	$609K	Buy	8,285 +620	+8%	+$48.7K	0.22%	35
2025 Q4	$633K	Buy	7,665 +185	+2%	+$15.2K	0.23%	33
2025 Q3	$602K	Buy	7,480 +3,875	+107%	+$297K	0.22%	35
2025 Q2	$264K	Hold	3,605	–	–	0.11%	59
2025 Q1	$223K	Buy	+3,605	New	+$243K	0.09%	68

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Lakeshore Financial Planning's MGK Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.2% in Q2 2026, buying an estimated $8.79K and bringing the position to 8,388 shares worth $737K. The position accounts for 0.24% of the portfolio, ranked #34.

Lakeshore Financial Planning first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Lakeshore Financial Planning held 8,388 shares of Vanguard Morningstar Mega Cap Growth ETF worth $737K as of Q2 2026.
Lakeshore Financial Planning bought 103 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $8.79K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.24% of Lakeshore Financial Planning's portfolio in Q2 2026, its #34 holding.
Lakeshore Financial Planning first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.