LWM Advisors’s Vanguard 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

MFG

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

FWP

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LWM Advisors's MGK Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard 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. 167 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

LWM Advisors held 5,927 shares of Vanguard Mega Cap Growth ETF worth $521K as of Q2 2026.
LWM Advisors sold 473 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $40.4K.
Vanguard 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 Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
LWM Advisors's Vanguard Mega Cap Growth ETF position peaked at $528K in Q4 2025.
167 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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