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

LWM Advisory Services’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	$202K	Buy	+2,302	New	+$196K	0.36%	80

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 Advisory Services's MGK Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,302 shares worth $202K. The stake represents 0.36% of the portfolio and ranks #80 among its holdings.

1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

LWM Advisory Services held 2,302 shares of Vanguard Morningstar Mega Cap Growth ETF worth $202K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new LWM Advisory Services position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.36% of LWM Advisory Services's portfolio in Q2 2026, its #80 holding.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.