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

Liberty Wealth 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	$1.43M	Sell	3,881 -15,524	-80%	-$1.32M	0.18%	79
2026 Q1	$1.43M	Buy	19,405 +165	+0.9%	+$13K	0.18%	79
2025 Q4	$1.59M	Buy	19,240 +280	+1%	+$23K	0.21%	73
2025 Q3	$1.53M	Sell	18,960 -740	-4%	-$56.8K	0.21%	70
2025 Q2	$1.44M	Sell	19,700 -1,765	-8%	-$116K	0.23%	65
2025 Q1	$1.33M	Buy	21,465 +1,865	+10%	+$126K	0.25%	56
2024 Q4	$1.35M	Buy	19,600 +310	+2%	+$20.9K	0.22%	68
2024 Q3	$1.24M	Sell	19,290 -310	-2%	-$19.3K	0.21%	67
2024 Q2	$1.23M	Buy	19,600 +410	+2%	+$23.9K	0.23%	67
2024 Q1	$1.1M	Sell	19,190 -15,945	-45%	-$880K	0.21%	69
2023 Q4	$945K	Buy	35,135 +18,705	+114%	+$908K	0.2%	66
2023 Q3	$746K	Buy	16,430 +1,360	+9%	+$64.2K	0.19%	65
2023 Q2	$709K	Sell	15,070 -445	-3%	-$19.2K	0.18%	67
2023 Q1	$635K	Buy	+15,515	New	+$588K	0.13%	96
2022 Q3	$462K	Buy	13,280 +2,570	+24%	+$101K	0.12%	91
2022 Q2	$282K	Buy	10,710 +6,345	+145%	+$255K	0.11%	108
2022 Q1	$205K	Sell	4,365 -2,040	-32%	-$94.5K	0.07%	149
2021 Q4	$334K	Sell	6,405 -1,385	-18%	-$70.1K	0.01%	117
2021 Q3	$365K	Buy	7,790 +2,310	+42%	+$112K	0.13%	102
2021 Q2	$153K	Buy	5,480 +2,225	+68%	+$97.9K	0.06%	160
2021 Q1	$134K	Hold	3,255	–	–	0.07%	145
2020 Q4	$134K	Sell	3,255 -885	-21%	-$34.3K	0.07%	144
2020 Q3	$153K	Buy	4,140 +10	+0.2%	+$360	0.09%	114
2020 Q2	$135K	Buy	4,130 +5	+0.1%	+$149	0.1%	119
2020 Q1	$105K	Buy	4,125 +10	+0.2%	+$289	0.09%	135
2019 Q4	$120K	Buy	4,115 +25	+0.6%	+$690	0.09%	143
2019 Q3	$109K	Buy	4,090 +15	+0.4%	+$397	0.1%	137
2019 Q2	$106K	Hold	4,075	–	–	0.09%	159
2019 Q1	$101K	Hold	4,075	–	–	0.08%	139
2018 Q4	$87K	Buy	+4,075	New	+$94.3K	0.06%	141

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 Wealth Management's MGK Position: Q2 2026 in Review

Liberty Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $1.32M and leaving 3,881 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #79.

Liberty Wealth Management first reported a position in MGK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.59M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Liberty Wealth Management held 3,881 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.43M as of Q2 2026.
Liberty Wealth Management sold 15,524 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $1.32M.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Liberty Wealth Management's portfolio in Q2 2026, its #79 holding.
Liberty Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Liberty Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.59M in Q4 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.