CWP
MGK icon

Cyndeo Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Cyndeo Wealth Partners’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 		$1.27M Sell
14,441
-54
-0.4% -$4.61K 0.06% 234
2026
Q1 		$1.07M Buy
14,495
+680
+5% +$53.4K 0.06% 231
2025
Q4 		$1.14M Sell
13,815
-1,105
-7% -$90.8K 0.06% 224
2025
Q3 		$1.2M Buy
14,920
+20
+0.1% +$1.53K 0.07% 208
2025
Q2 		$1.09M Buy
14,900
+495
+3% +$32.6K 0.06% 217
2025
Q1 		$890K Sell
14,405
-55
-0.4% -$3.71K 0.06% 231
2024
Q4 		$993K Sell
14,460
-155
-1% -$10.4K 0.07% 215
2024
Q3 		$941K Buy
14,615
+3,490
+31% +$218K 0.07% 222
2024
Q2 		$699K Buy
11,125
+5,670
+104% +$331K 0.05% 241
2024
Q1 		$313K Buy
+5,455
New +$301K 0.03% 319

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
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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Cyndeo Wealth Partners's MGK Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.37% in Q2 2026, selling an estimated $4.61K and leaving 14,441 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #234.

Cyndeo Wealth Partners first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 234 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cyndeo Wealth Partners held 14,441 shares of Vanguard Mega Cap Growth ETF worth $1.27M as of Q2 2026.
  • Cyndeo Wealth Partners sold 54 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $4.61K.
  • Vanguard Mega Cap Growth ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #234 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 234 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.