LWM Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

LWM Advisors’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	$521K	Sell	5,927 -473	-7%	-$40.4K	0.39%	17
2026 Q1	$470K	Buy	6,400 +5	+0.1%	+$393	0.41%	16
2025 Q4	$528K	Hold	6,395	–	–	0.46%	14
2025 Q3	$515K	Sell	6,395 -25	-0.4%	-$1.92K	0.46%	14
2025 Q2	$470K	Hold	6,420	–	–	0.45%	14
2025 Q1	$415K	Sell	6,420 -560	-8%	-$37.8K	0.43%	14
2024 Q4	$479K	Buy	+6,980	New	+$470K	0.48%	14

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

LWM Advisors's MGK Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.4% in Q2 2026, selling an estimated $40.4K and leaving 5,927 shares worth $521K. The position accounts for 0.39% of the portfolio, ranked #17.

LWM Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

LWM Advisors held 5,927 shares of Vanguard Morningstar Mega Cap Growth ETF worth $521K as of Q2 2026.
LWM Advisors sold 473 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $40.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.39% of LWM Advisors's portfolio in Q2 2026, its #17 holding.
LWM Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
LWM Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $528K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.