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Cypress Wealth Services’s Vanguard Morningstar 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

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Cypress Wealth Services reduced its Vanguard Morningstar 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. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Cypress Wealth Services held 117,719 shares of Vanguard Morningstar Mega Cap Growth ETF worth $10.3M as of Q2 2026.
  • Cypress Wealth Services sold 2,676 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $228K.
  • Vanguard Morningstar 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 Morningstar Mega Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $10.4M in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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