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

Valeo 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	$206K	Buy	+2,346	New	+$200K	﹤0.01%	753
2020 Q1	–	Sell	-25	Closed	-$1K	–	1863
2019 Q4	$1K	Buy	25 +10	+67%	+$276	﹤0.01%	1549
2019 Q3	$0	Hold	15	–	–	﹤0.01%	1629
2019 Q2	$0	Sell	15 -5	-25%	-$127	﹤0.01%	1617
2019 Q1	$1K	Sell	20 -400	-95%	-$9.4K	﹤0.01%	1462
2018 Q4	$9K	Buy	420 +405	+2,700%	+$9.38K	﹤0.01%	912
2018 Q3	$0	Buy	15 +10	+200%	+$249	﹤0.01%	1825
2018 Q2	$0	Buy	+5	New	+$117	﹤0.01%	1701

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

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

Valeo Financial Advisors opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,346 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in MGK as recently as Q4 2019.

Valeo Financial Advisors first reported a position in MGK in Q2 2018 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Valeo Financial Advisors held 2,346 shares of Vanguard Morningstar Mega Cap Growth ETF worth $206K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new Valeo Financial Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #753 holding.
Valeo Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2018 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.