Retireful LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Retireful LLC’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	$414K	Hold	4,695	–	–	0.39%	55
2026 Q1	$361K	Buy	4,695 +555	+13%	+$43.6K	0.51%	60
2025 Q4	$344K	Buy	+4,140	New	+$340K	0.43%	77
2025 Q1	–	Sell	-18,530	Closed	-$1.27M	–	137
2024 Q4	$1.27M	Buy	+18,530	New	+$1.25M	0.72%	62
2024 Q3	–	Sell	-7,185	Closed	-$452K	–	104
2024 Q2	$452K	Buy	+7,185	New	+$419K	0.21%	89
2024 Q1	–	Sell	-19,475	Closed	-$1.01M	–	115
2023 Q4	$1.01M	Buy	+19,475	New	+$945K	0.44%	73
2023 Q2	–	Sell	-40,920	Closed	-$1.67M	–	103
2023 Q1	$1.67M	Buy	+40,920	New	+$1.55M	0.54%	9

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

Retireful LLC's MGK Position: Q2 2026 in Review

Retireful LLC held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 4,695 shares worth $414K. The position accounts for 0.39% of the portfolio, ranked #55.

Retireful LLC first reported a position in MGK in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2023. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Retireful LLC held 4,695 shares of Vanguard Morningstar Mega Cap Growth ETF worth $414K as of Q2 2026.
Retireful LLC left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.39% of Retireful LLC's portfolio in Q2 2026, its #55 holding.
Retireful LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 7 quarters since.
Retireful LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.67M in Q1 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.