Leeward Financial Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Leeward Financial Partners’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	$416K	Hold	4,730	–	–	0.11%	80
2026 Q1	$348K	Hold	4,730	–	–	0.1%	77
2025 Q4	$390K	Sell	4,730 -335	-7%	-$27.5K	0.11%	73
2025 Q3	$408K	Hold	5,065	–	–	0.12%	74
2025 Q2	$371K	Buy	+5,065	New	+$334K	0.12%	70

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

Leeward Financial Partners's MGK Position: Q2 2026 in Review

Leeward Financial Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,730 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #80.

Leeward Financial Partners first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Leeward Financial Partners held 4,730 shares of Vanguard Morningstar Mega Cap Growth ETF worth $416K as of Q2 2026.
Leeward Financial Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Leeward Financial Partners's portfolio in Q2 2026, its #80 holding.
Leeward Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.