Cyndeo Wealth Partners’s Vanguard Morningstar 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

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

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

Cyndeo Wealth Partners reduced its Vanguard Morningstar 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. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Cyndeo Wealth Partners held 14,441 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.27M as of Q2 2026.
Cyndeo Wealth Partners sold 54 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $4.61K.
Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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