Lauterbach Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lauterbach Financial 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
2026 Q2	$445K	Buy	5,060 +5	+0.1%	+$427	0.19%	59
2026 Q1	$372K	Buy	5,055 +5	+0.1%	+$393	0.18%	62
2025 Q4	$417K	Buy	5,050 +10	+0.2%	+$821	0.2%	57
2025 Q3	$406K	Buy	5,040 +5	+0.1%	+$384	0.2%	57
2025 Q2	$369K	Hold	5,035	–	–	0.2%	54
2025 Q1	$311K	Buy	5,035 +5	+0.1%	+$337	0.19%	55
2024 Q4	$346K	Buy	5,030 +5	+0.1%	+$337	0.21%	48
2024 Q3	$324K	Buy	5,025 +5	+0.1%	+$312	0.2%	50
2024 Q2	$297K	Buy	5,020 +5	+0.1%	+$292	0.2%	50
2024 Q1	$287K	Buy	5,015 +5	+0.1%	+$276	0.19%	49
2023 Q4	$260K	Buy	+5,010	New	+$243K	0.18%	51

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

Lauterbach Financial Advisors's MGK Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.1% in Q2 2026, buying an estimated $427 and bringing the position to 5,060 shares worth $445K. The position accounts for 0.19% of the portfolio, ranked #59.

Lauterbach Financial Advisors first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 493 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Lauterbach Financial Advisors held 5,060 shares of Vanguard Morningstar Mega Cap Growth ETF worth $445K as of Q2 2026.
Lauterbach Financial Advisors bought 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $427.
Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #59 holding.
Lauterbach Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.