Lazari Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lazari Capital Management’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	$2.56M	Buy	29,084 +229	+0.8%	+$19.5K	0.79%	22
2026 Q1	$2.12M	Buy	28,855 +4,855	+20%	+$381K	0.74%	25
2025 Q4	$1.98M	Sell	24,000 -25	-0.1%	-$2.05K	0.67%	28
2025 Q3	$1.93M	Buy	24,025 +5	+0%	+$384	0.65%	26
2025 Q2	$1.76M	Buy	24,020 +285	+1%	+$18.8K	0.66%	30
2025 Q1	$1.47M	Buy	23,735 +18,070	+319%	+$1.22M	0.6%	33
2024 Q4	$389K	Sell	5,665 -6,750	-54%	-$454K	0.16%	85
2024 Q3	$799K	Sell	12,415 -250	-2%	-$15.6K	0.34%	50
2024 Q2	$796K	Hold	12,665	–	–	0.36%	50
2024 Q1	$726K	Sell	12,665 -115	-0.9%	-$6.34K	0.39%	44
2023 Q4	$663K	Sell	12,780 -500	-4%	-$24.3K	0.38%	44
2023 Q3	$603K	Hold	13,280	–	–	0.36%	43
2023 Q2	$625K	Buy	+13,280	New	+$572K	0.35%	48

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

Lazari Capital Management's MGK Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.79% in Q2 2026, buying an estimated $19.5K and bringing the position to 29,084 shares worth $2.56M. The position accounts for 0.79% of the portfolio, ranked #22.

Lazari Capital Management first reported a position in MGK in Q2 2023 and has held it in 13 quarters since. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Lazari Capital Management held 29,084 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2.56M as of Q2 2026.
Lazari Capital Management bought 229 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.79% of Lazari Capital Management's portfolio in Q2 2026, its #22 holding.
Lazari Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.