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

Vima 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 		$37.4K Buy
+425
New +$36.3K 0.04% 175
2024
Q2 		– Sell
-750
Closed -$30.7K – 238
2024
Q1 		$30.7K Buy
+750
New +$41.4K 0.04% 151

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Vima LLC's MGK Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 425 shares worth $37.4K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: Vima LLC previously reported a position in MGK as recently as Q1 2024.

Vima LLC first reported a position in MGK in Q1 2024 and has held it in 2 quarters since. 525 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Vima LLC held 425 shares of Vanguard Morningstar Mega Cap Growth ETF worth $37.4K as of Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of Vima LLC's portfolio in Q2 2026, its #175 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.