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

Liberty Square 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	$285K	Buy	3,241 +1	+0%	+$85	0.07%	113
2026 Q1	$238K	Hold	3,240	–	–	0.07%	129
2025 Q4	$267K	Buy	3,240 +5	+0.2%	+$411	0.08%	118
2025 Q3	$260K	Hold	3,235	–	–	0.08%	126
2025 Q2	$237K	Buy	+3,235	New	+$213K	0.08%	131
2025 Q1	–	Sell	-3,230	Closed	-$231K	–	152
2024 Q4	$231K	Buy	+3,230	New	+$217K	0.08%	137

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

Liberty Square Wealth Partners's MGK Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.03% in Q2 2026, buying an estimated $85 and bringing the position to 3,241 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #113.

Liberty Square Wealth Partners first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Liberty Square Wealth Partners held 3,241 shares of Vanguard Morningstar Mega Cap Growth ETF worth $285K as of Q2 2026.
Liberty Square Wealth Partners bought 1 Vanguard Morningstar Mega Cap Growth ETF share in Q2 2026, an estimated $85.
Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #113 holding.
Liberty Square Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.