CSF
MGK icon

Capital Squared Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Capital Squared Financial’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 		$1.38M Sell
15,664
-1,071
-6% -$91.4K 0.9% 40
2026
Q1 		$1.23M Sell
16,735
-1,130
-6% -$88.8K 0.94% 38
2025
Q4 		$1.47M Sell
17,865
-630
-3% -$51.7K 1.15% 30
2025
Q3 		$1.49M Sell
18,495
-650
-3% -$49.9K 1.29% 25
2025
Q2 		$1.4M Buy
+19,145
New +$1.26M 1.63% 18

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Capital Squared Financial's MGK Position: Q2 2026 in Review

Capital Squared Financial reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 6.4% in Q2 2026, selling an estimated $91.4K and leaving 15,664 shares worth $1.38M. The position accounts for 0.9% of the portfolio, ranked #40.

Capital Squared Financial first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q3 2025. 310 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Capital Squared Financial held 15,664 shares of Vanguard Mega Cap Growth ETF worth $1.38M as of Q2 2026.
  • Capital Squared Financial sold 1,071 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $91.4K.
  • Vanguard Mega Cap Growth ETF made up 0.9% of Capital Squared Financial's portfolio in Q2 2026, its #40 holding.
  • Capital Squared Financial first reported a position in Vanguard Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Capital Squared Financial's Vanguard Mega Cap Growth ETF position peaked at $1.49M in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.