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Leelyn Smith’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Leelyn Smith’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 		$69.8M Buy
793,605
+33,425
+4% +$2.85M 8.48% 1
2026
Q1 		$55.9M Buy
760,180
+43,850
+6% +$3.44M 7.83% 1
2025
Q4 		$59.1M Sell
716,330
-3,395
-0.5% -$279K 8.55% 1
2025
Q3 		$57.9M Sell
719,725
-15,325
-2% -$1.18M 8.72% 1
2025
Q2 		$53.8M Buy
735,050
+34,130
+5% +$2.25M 8.83% 1
2025
Q1 		$43.3M Buy
700,920
+19,835
+3% +$1.34M 7.69% 1
2024
Q4 		$46.8M Sell
681,085
-12,040
-2% -$810K 8.33% 1
2024
Q3 		$44.6M Buy
693,125
+5,330
+0.8% +$332K 8.05% 1
2024
Q2 		$43.2M Buy
687,795
+7,210
+1% +$421K 8.35% 1
2024
Q1 		$39M Buy
680,585
+3,730
+0.6% +$206K 7.81% 2
2023
Q4 		$35.1M Buy
676,855
+23,415
+4% +$1.14M 7.69% 2
2023
Q3 		$29.7M Sell
653,440
-1,190
-0.2% -$56.1K 7.24% 2
2023
Q2 		$30.8M Buy
654,630
+15,585
+2% +$672K 7.44% 2
2023
Q1 		$26.1M Buy
639,045
+54,370
+9% +$2.06M 6.69% 3
2022
Q4 		$20.1M Buy
584,675
+64,575
+12% +$2.31M 5.53% 4
2022
Q3 		$18.1M Sell
520,100
-57,140
-10% -$2.25M 6.26% 3
2022
Q2 		$21M Buy
577,240
+26,410
+5% +$1.06M 5.44% 3
2022
Q1 		$25.9M Buy
550,830
+54,835
+11% +$2.54M 6.76% 3
2021
Q4 		$25.9M Buy
495,995
+5,130
+1% +$260K 6.92% 2
2021
Q3 		$23.1M Buy
490,865
+22,340
+5% +$1.08M 6.67% 3
2021
Q2 		$21.7M Buy
468,525
+30,615
+7% +$1.35M 6.38% 3
2021
Q1 		$18.1M Buy
437,910
+8,940
+2% +$368K 5.4% 3
2020
Q4 		$16.1M Sell
428,970
-5,110
-1% -$198K 5.14% 3
2020
Q3 		$16.1M Buy
434,080
+2,635
+0.6% +$94.9K 5.68% 4
2020
Q2 		$14.1M Buy
431,445
+49,575
+13% +$1.48M 5.81% 4
2020
Q1 		$9.71M Buy
381,870
+46,990
+14% +$1.36M 5.18% 4
2019
Q4 		$9.76K Buy
+334,880
New +$9.25M 4.7% 5

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Leelyn Smith's MGK Position: Q2 2026 in Review

Leelyn Smith increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.4% in Q2 2026, buying an estimated $2.85M and bringing the position to 793,605 shares worth $69.8M. The position accounts for 8.48% of the portfolio, ranked #1.

Leelyn Smith first reported a position in MGK in Q4 2019 and has held it in 27 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Leelyn Smith held 793,605 shares of Vanguard Morningstar Mega Cap Growth ETF worth $69.8M as of Q2 2026.
  • Leelyn Smith bought 33,425 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $2.85M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 8.48% of Leelyn Smith's portfolio in Q2 2026, its #1 holding.
  • Leelyn Smith first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.