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LFG Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

LFG Wealth 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 		$265K Buy
3,014
+4
+0.1% +$341 0.12% 88
2026
Q1 		$221K Hold
3,010
– – 0.13% 84
2025
Q4 		$248K Buy
+3,010
New +$247K 0.16% 79

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

LFG Wealth Partners's MGK Position: Q2 2026 in Review

LFG Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.13% in Q2 2026, buying an estimated $341 and bringing the position to 3,014 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #88.

LFG Wealth Partners first reported a position in MGK in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • LFG Wealth Partners held 3,014 shares of Vanguard Morningstar Mega Cap Growth ETF worth $265K as of Q2 2026.
  • LFG Wealth Partners bought 4 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $341.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of LFG Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • LFG Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.