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

Resurgent Financial 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	$965K	Buy	10,973 +3,898	+55%	+$333K	0.27%	83
2026 Q1	$520K	Sell	7,075 -955	-12%	-$75K	0.19%	129
2025 Q4	$663K	Buy	8,030 +1,850	+30%	+$152K	0.33%	86
2025 Q3	$497K	Buy	6,180 +2,745	+80%	+$211K	0.24%	123
2025 Q2	$252K	Sell	3,435 -110	-3%	-$7.25K	0.14%	164
2025 Q1	$219K	Sell	3,545 -95	-3%	-$6.41K	0.13%	165
2024 Q4	$250K	Sell	3,640 -25	-0.7%	-$1.68K	0.15%	153
2024 Q3	$236K	Buy	3,665 +460	+14%	+$28.7K	0.14%	159
2024 Q2	$201K	Buy	+3,205	New	+$187K	0.13%	168
2024 Q1	–	Sell	-3,360	Closed	-$174K	–	370
2023 Q4	$174K	Buy	3,360 +1,810	+117%	+$87.8K	0.11%	178
2023 Q3	$70.3K	Buy	1,550 +45	+3%	+$2.12K	0.05%	277
2023 Q2	$70.8K	Buy	+1,505	New	+$64.9K	0.05%	284
2023 Q1	–	Sell	-730	Closed	-$25.1K	–	577
2022 Q4	$25.1K	Buy	+730	New	+$26.1K	0.01%	575

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

Resurgent Financial Advisors's MGK Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 55% in Q2 2026, buying an estimated $333K and bringing the position to 10,973 shares worth $965K. The position accounts for 0.27% of the portfolio, ranked #83.

Resurgent Financial Advisors first reported a position in MGK in Q4 2022 and has held it in 13 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Resurgent Financial Advisors held 10,973 shares of Vanguard Morningstar Mega Cap Growth ETF worth $965K as of Q2 2026.
Resurgent Financial Advisors bought 3,898 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $333K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.27% of Resurgent Financial Advisors's portfolio in Q2 2026, its #83 holding.
Resurgent Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.