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

LifeSteps 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 		$1.47M Sell
16,739
-741
-4% -$63.2K 0.69% 30
2026
Q1 		$1.28M Sell
17,480
-1,095
-6% -$86K 0.81% 27
2025
Q4 		$1.53M Sell
18,575
-25
-0.1% -$2.05K 0.98% 22
2025
Q3 		$1.5M Sell
18,600
-105
-0.6% -$8.06K 0.96% 22
2025
Q2 		$1.37M Sell
18,705
-250
-1% -$16.5K 0.94% 22
2025
Q1 		$1.17M Sell
18,955
-160
-0.8% -$10.8K 0.95% 25
2024
Q4 		$1.31M Sell
19,115
-75
-0.4% -$5.05K 1.01% 23
2024
Q3 		$1.24M Sell
19,190
-50
-0.3% -$3.12K 0.97% 24
2024
Q2 		$1.21M Sell
19,240
-175
-0.9% -$10.2K 1% 24
2024
Q1 		$1.11M Sell
19,415
-1,660
-8% -$91.6K 0.84% 24
2023
Q4 		$1.09M Buy
21,075
+95
+0.5% +$4.61K 0.97% 24
2023
Q3 		$952K Buy
20,980
+325
+2% +$15.3K 0.97% 25
2023
Q2 		$972K Buy
20,655
+170
+0.8% +$7.33K 0.96% 24
2023
Q1 		$838K Sell
20,485
-4,800
-19% -$182K 0.89% 26
2022
Q4 		$870K Sell
25,285
-3,125
-11% -$112K 0.91% 25
2022
Q3 		$990K Buy
28,410
+3,775
+15% +$149K 1.12% 19
2022
Q2 		$895K Sell
24,635
-1,575
-6% -$63.4K 0.93% 23
2022
Q1 		$1.23M Buy
26,210
+15,215
+138% +$705K 0.91% 25
2021
Q4 		$573K Buy
10,995
+40
+0.4% +$2.03K 0.41% 39
2021
Q3 		$514K Hold
10,955
– – 0.39% 44
2021
Q2 		$507K Buy
10,955
+5
+0% +$220 0.39% 44
2021
Q1 		$454K Hold
10,950
– – 0.38% 48
2020
Q4 		$446K Sell
10,950
-1,500
-12% -$58.1K 0.41% 43
2020
Q3 		$462K Buy
12,450
+5
+0% +$180 0.49% 41
2020
Q2 		$407K Buy
12,445
+5
+0% +$149 0.47% 40
2020
Q1 		$316K Hold
12,440
– – 0.36% 52
2019
Q4 		$362K Buy
+12,440
New +$344K 0.34% 55

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

LifeSteps Financial's MGK Position: Q2 2026 in Review

LifeSteps Financial reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 4.2% in Q2 2026, selling an estimated $63.2K and leaving 16,739 shares worth $1.47M. The position accounts for 0.69% of the portfolio, ranked #30.

LifeSteps Financial first reported a position in MGK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.53M in Q4 2025. 476 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • LifeSteps Financial held 16,739 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.47M as of Q2 2026.
  • LifeSteps Financial sold 741 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $63.2K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.69% of LifeSteps Financial's portfolio in Q2 2026, its #30 holding.
  • LifeSteps Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.53M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.