Twin Peaks Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Twin Peaks Wealth 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	–	Sell	-55	Closed	-$4.16K	–	1407
2026 Q1	$4.16K	Buy	+55	New	+$4.32K	﹤0.01%	1459
2025 Q3	–	Sell	-10	Closed	-$777	–	1332
2025 Q2	$777	Buy	+10	New	+$659	﹤0.01%	1824

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

Twin Peaks Wealth Advisors's MGK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 55 shares — an estimated $4.16K sold.

Twin Peaks Wealth Advisors first reported a position in MGK in Q2 2025 and held it in 2 quarters. The position peaked at $4.16K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 55 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $4.16K.
Twin Peaks Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.16K in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.