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

LongView 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	$1.17M	Sell	13,270 -1,115	-8%	-$95.2K	0.3%	75
2026 Q1	$1.15M	Sell	14,385 -900	-6%	-$70.7K	0.29%	77
2025 Q4	$1.27M	Sell	15,285 -5,470	-26%	-$449K	0.31%	71
2025 Q3	$1.67M	Sell	20,755 -770	-4%	-$59.1K	0.45%	53
2025 Q2	$1.58M	Buy	21,525 +550	+3%	+$36.2K	0.48%	49
2025 Q1	$1.3M	Buy	20,975 +280	+1%	+$18.9K	0.39%	58
2024 Q4	$1.42M	Buy	20,695 +890	+4%	+$59.9K	0.43%	53
2024 Q3	$1.28M	Buy	19,805 +705	+4%	+$44K	0.41%	57
2024 Q2	$1.2M	Sell	19,100 -10,060	-34%	-$587K	0.44%	52
2024 Q1	$1.67M	Buy	29,160 +1,010	+4%	+$55.7K	0.66%	37
2023 Q4	$1.45M	Buy	+28,150	New	+$1.37M	0.65%	40

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

LongView Wealth Management's MGK Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.8% in Q2 2026, selling an estimated $95.2K and leaving 13,270 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #75.

LongView Wealth Management first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

LongView Wealth Management held 13,270 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.17M as of Q2 2026.
LongView Wealth Management sold 1,115 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.3% of LongView Wealth Management's portfolio in Q2 2026, its #75 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.67M in Q1 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.