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

LifePlan Financial’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	$1.61M	Sell	18,271 -709	-4%	-$60.5K	1.13%	28
2026 Q1	$1.39M	Sell	18,980 -755	-4%	-$59.3K	1.03%	32
2025 Q4	$1.63M	Sell	19,735 -925	-4%	-$76K	1.25%	23
2025 Q3	$1.66M	Sell	20,660 -1,710	-8%	-$131K	1.32%	23
2025 Q2	$1.64M	Sell	22,370 -230	-1%	-$15.2K	1.36%	20
2025 Q1	$1.4M	Sell	22,600 -1,055	-4%	-$71.2K	1.22%	19
2024 Q4	$1.62M	Sell	23,655 -2,465	-9%	-$166K	1.44%	21
2024 Q3	$1.68M	Sell	26,120 -1,110	-4%	-$69.2K	1.44%	19
2024 Q2	$1.71M	Buy	27,230 +50	+0.2%	+$2.92K	1.58%	17
2024 Q1	$1.56M	Sell	27,180 -2,380	-8%	-$131K	1.43%	15
2023 Q4	$1.53M	Buy	+29,560	New	+$1.43M	1.54%	16

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LifePlan Financial's MGK Position: Q2 2026 in Review

LifePlan Financial reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.7% in Q2 2026, selling an estimated $60.5K and leaving 18,271 shares worth $1.61M. The position accounts for 1.13% of the portfolio, ranked #28.

LifePlan Financial first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2024. 652 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

LifePlan Financial held 18,271 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.61M as of Q2 2026.
LifePlan Financial sold 709 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $60.5K.
Vanguard Morningstar Mega Cap Growth ETF made up 1.13% of LifePlan Financial's portfolio in Q2 2026, its #28 holding.
LifePlan Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.71M in Q2 2024.
652 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.