Manchester Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Manchester Financial’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	$327K	Hold	3,725	–	–	0.06%	104
2026 Q1	$274K	Sell	3,725 -235	-6%	-$18.5K	0.05%	108
2025 Q4	$327K	Hold	3,960	–	–	0.06%	103
2025 Q3	$319K	Hold	3,960	–	–	0.06%	100
2025 Q2	$290K	Hold	3,960	–	–	0.06%	99
2025 Q1	$245K	Sell	3,960 -55	-1%	-$3.71K	0.06%	105
2024 Q4	$276K	Hold	4,015	–	–	0.06%	91
2024 Q3	$259K	Sell	4,015 -45	-1%	-$2.81K	0.06%	93
2024 Q2	$255K	Sell	4,060 -490	-11%	-$28.6K	0.06%	86
2024 Q1	$261K	Sell	4,550 -1,375	-23%	-$75.9K	0.07%	82
2023 Q4	$308K	Sell	5,925 -815	-12%	-$39.5K	0.09%	70
2023 Q3	$306K	Buy	6,740 +625	+10%	+$29.5K	0.09%	65
2023 Q2	$288K	Hold	6,115	–	–	0.08%	73
2023 Q1	$250K	Hold	6,115	–	–	0.07%	78
2022 Q4	$210K	Sell	6,115 -440	-7%	-$15.8K	0.06%	92
2022 Q3	$228K	Hold	6,555	–	–	0.07%	85
2022 Q2	$238K	Buy	6,555 +45	+0.7%	+$1.81K	0.09%	84
2022 Q1	$306K	Buy	6,510 +1,225	+23%	+$56.7K	0.11%	69
2021 Q4	$276K	Hold	5,285	–	–	0.1%	70
2021 Q3	$248K	Sell	5,285 -85	-2%	-$4.11K	0.09%	71
2021 Q2	$249K	Hold	5,370	–	–	0.1%	72
2021 Q1	$222K	Hold	5,370	–	–	0.1%	67
2020 Q4	$219K	Hold	5,370	–	–	0.14%	56
2020 Q3	$199K	Buy	+5,370	New	+$193K	0.15%	51

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Manchester Financial's MGK Position: Q2 2026 in Review

Manchester Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,725 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #104.

Manchester Financial first reported a position in MGK in Q3 2020 and has held it in 24 quarters since. 493 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Manchester Financial held 3,725 shares of Vanguard Morningstar Mega Cap Growth ETF worth $327K as of Q2 2026.
Manchester Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Manchester Financial's portfolio in Q2 2026, its #104 holding.
Manchester Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.