Tanglewood Legacy Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tanglewood Legacy 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	$87.9K	Hold	1,000	–	–	0.03%	138
2026 Q1	$73.5K	Hold	1,000	–	–	0.03%	147
2025 Q4	$82.6K	Hold	1,000	–	–	0.03%	139
2025 Q3	$80.5K	Hold	1,000	–	–	0.03%	142
2025 Q2	$73.2K	Hold	1,000	–	–	0.03%	150
2025 Q1	$61.8K	Hold	1,000	–	–	0.03%	160
2024 Q4	$68.7K	Buy	+1,000	New	+$67.3K	0.03%	150

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

Tanglewood Legacy Advisors's MGK Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 1,000 shares worth $87.9K. The position accounts for 0.03% of the portfolio, ranked #138.

Tanglewood Legacy Advisors first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Tanglewood Legacy Advisors held 1,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $87.9K as of Q2 2026.
Tanglewood Legacy Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #138 holding.
Tanglewood Legacy Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.