Litman Gregory Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.7M | Hold |
81,150
| – | – | 0.49% | 40 |
|
|
2025
Q3 | $6.53M | Hold |
81,150
| – | – | 0.49% | 39 |
|
|
2025
Q2 | $5.94M | Hold |
81,150
| – | – | 0.47% | 44 |
|
|
2025
Q1 | $5.01M | Hold |
81,150
| – | – | 0.43% | 45 |
|
|
2024
Q4 | $5.57M | Hold |
81,150
| – | – | 0.48% | 40 |
|
|
2024
Q3 | $5.23M | Hold |
81,150
| – | – | 0.44% | 42 |
|
|
2024
Q2 | $5.1M | Sell |
81,150
-5,000
| -6% | -$292K | 0.45% | 41 |
|
|
2024
Q1 | $4.94M | Hold |
86,150
| – | – | 0.45% | 41 |
|
|
2023
Q4 | $4.47M | Hold |
86,150
| – | – | 0.42% | 43 |
|
|
2023
Q3 | $3.91M | Hold |
86,150
| – | – | 0.4% | 43 |
|
|
2023
Q2 | $4.05M | Buy |
+86,150
| New | +$3.71M | 0.51% | 28 |
|
|
2023
Q1 | – | Sell |
-102,120
| Closed | -$3.51M | – | 74 |
|
|
2022
Q4 | $3.51M | Sell |
102,120
-1,370
| -1% | -$49.1K | 0.49% | 28 |
|
|
2022
Q3 | $3.61M | Hold |
103,490
| – | – | 0.58% | 25 |
|
|
2022
Q2 | $3.76M | Hold |
103,490
| – | – | 0.55% | 29 |
|
|
2022
Q1 | $4.87M | Hold |
103,490
| – | – | 0.71% | 24 |
|
|
2021
Q4 | $5.4M | Hold |
103,490
| – | – | 0.92% | 20 |
|
|
2021
Q3 | $4.86M | Buy |
103,490
+79,545
| +332% | +$3.85M | 0.91% | 18 |
|
|
2021
Q2 | $4.79M | Sell |
23,945
-82,575
| -78% | -$3.63M | 0.89% | 17 |
|
|
2021
Q1 | $4.41M | Sell |
106,520
-1,690
| -2% | -$69.6K | 0.86% | 17 |
|
|
2020
Q4 | $4.41M | Hold |
108,210
| – | – | 0.81% | 17 |
|
|
2020
Q3 | $4.01M | Sell |
108,210
-2,955
| -3% | -$106K | 0.83% | 15 |
|
|
2020
Q2 | $3.63M | Sell |
111,165
-1,835
| -2% | -$54.8K | 0.8% | 17 |
|
|
2020
Q1 | $2.87M | Sell |
113,000
-3,485
| -3% | -$101K | 0.72% | 19 |
|
|
2019
Q4 | $3.39M | Hold |
116,485
| – | – | 0.76% | 21 |
|
|
2019
Q3 | $3.09M | Sell |
116,485
-6,825
| -6% | -$181K | 0.76% | 21 |
|
|
2019
Q2 | $3.19M | Hold |
123,310
| – | – | 0.84% | 20 |
|
|
2019
Q1 | $3.07M | Sell |
123,310
-665
| -0.5% | -$15.6K | 0.84% | 20 |
|
|
2018
Q4 | $2.65M | Sell |
123,975
-20,555
| -14% | -$476K | 0.81% | 20 |
|
|
2018
Q3 | $3.71M | Sell |
144,530
-5,325
| -4% | -$133K | 1.25% | 15 |
|
|
2018
Q2 | $3.57M | Sell |
149,855
-10,500
| -7% | -$245K | 1.4% | 15 |
|
|
2018
Q1 | $3.6M | Buy |
160,355
+30,325
| +23% | +$704K | 1.47% | 13 |
|
|
2017
Q4 | $2.9M | Buy |
130,030
+86,900
| +201% | +$1.89M | 0.87% | 14 |
|
|
2017
Q3 | $903K | Buy |
43,130
+34,000
| +372% | +$700K | 0.44% | 19 |
|
|
2017
Q2 | $183K | Hold |
9,130
| – | – | 0.1% | 25 |
|
|
2017
Q1 | $175K | Buy |
+9,130
| New | +$169K | 0.11% | 27 |
|
Other funds holding MGK
CCWM
HCM
VIA
Litman Gregory Wealth Management's MGK Position: Q4 2025 in Review
Litman Gregory Wealth Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q4 2025 at 81,150 shares worth $6.7M. The position accounts for 0.49% of the portfolio, ranked #40.
Litman Gregory Wealth Management first reported a position in MGK in Q1 2017 and has held it in 35 quarters since. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.
- Litman Gregory Wealth Management held 81,150 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.7M as of Q4 2025.
- Litman Gregory Wealth Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q4 2025.
- Vanguard Morningstar Mega Cap Growth ETF made up 0.49% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #40 holding.
- Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2017 and has held it in 35 quarters since.
- 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.
Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.