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Cypress Wealth Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-203,760
Closed -$7.55M – 425
2020
Q3 		$7.55M Buy
+203,760
New +$7.34M 1.94% 9

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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

Cypress Wealth Services's MGK Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 2.2% in Q2 2026, selling an estimated $228K and leaving 117,719 shares worth $10.3M. The position accounts for 1.27% of the portfolio, ranked #12.

Cypress Wealth Services first reported a position in MGK in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.4M in Q3 2025. 413 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cypress Wealth Services held 117,719 shares of Vanguard Mega Cap Growth ETF worth $10.3M as of Q2 2026.
  • Cypress Wealth Services sold 2,676 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $228K.
  • Vanguard Mega Cap Growth ETF made up 1.27% of Cypress Wealth Services's portfolio in Q2 2026, its #12 holding.
  • Cypress Wealth Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Mega Cap Growth ETF position peaked at $10.4M in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.