Larson Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Larson Financial Group’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	$146K	Sell	1,655 -35,500	-96%	-$3.03M	﹤0.01%	990
2026 Q1	$2.73M	Buy	37,155 +34,705	+1,417%	+$2.73M	0.09%	190
2025 Q4	$202K	Buy	2,450 +195	+9%	+$16K	0.01%	691
2025 Q3	$182K	Sell	2,255 -10,685	-83%	-$820K	0.01%	719
2025 Q2	$948K	Buy	12,940 +10,685	+474%	+$704K	0.04%	303
2025 Q1	$139K	Buy	2,255 +5	+0.2%	+$337	0.01%	702
2024 Q4	$155K	Hold	2,250	–	–	0.01%	630
2024 Q3	$145K	Buy	2,250 +5	+0.2%	+$312	0.01%	648
2024 Q2	$141K	Buy	2,245 +1,250	+126%	+$72.9K	0.01%	560
2024 Q1	$57.1K	Hold	995	–	–	﹤0.01%	660
2023 Q4	$51.7K	Hold	995	–	–	﹤0.01%	637
2023 Q3	$45.2K	Buy	995 +75	+8%	+$3.54K	﹤0.01%	638
2023 Q2	$43.3K	Hold	920	–	–	﹤0.01%	586
2023 Q1	$37.6K	Hold	920	–	–	﹤0.01%	606
2022 Q4	$31.7K	Hold	920	–	–	﹤0.01%	602
2022 Q3	$32K	Hold	920	–	–	﹤0.01%	540
2022 Q2	$33K	Buy	920 +55	+6%	+$2.21K	0.01%	452
2022 Q1	$41K	Hold	865	–	–	0.01%	407
2021 Q4	$45K	Hold	865	–	–	0.01%	397
2021 Q3	$41K	Hold	865	–	–	0.01%	332
2021 Q2	$40K	Hold	865	–	–	0.01%	312
2021 Q1	$36K	Hold	865	–	–	0.01%	309
2020 Q4	$35K	Sell	865 -275	-24%	-$10.6K	0.01%	268
2020 Q3	$42K	Buy	1,140 +80	+8%	+$2.88K	0.02%	227
2020 Q2	$35K	Hold	1,060	–	–	0.02%	221
2020 Q1	$27K	Hold	1,060	–	–	0.02%	200
2019 Q4	$31K	Hold	1,060	–	–	0.02%	184
2019 Q3	$28K	Buy	+1,060	New	+$28K	0.02%	191

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

Larson Financial Group's MGK Position: Q2 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 96% in Q2 2026, selling an estimated $3.03M and leaving 1,655 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Larson Financial Group first reported a position in MGK in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.73M in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Larson Financial Group held 1,655 shares of Vanguard Morningstar Mega Cap Growth ETF worth $146K as of Q2 2026.
Larson Financial Group sold 35,500 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.03M.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #990 holding.
Larson Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
Larson Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.73M in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.