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Eagle Strategies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Eagle Strategies’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 		$3.14M Buy
35,697
+1,192
+3% +$102K 0.31% 73
2026
Q1 		$2.54M Buy
34,505
+1,995
+6% +$157K 0.3% 74
2025
Q4 		$2.68M Buy
32,510
+1,530
+5% +$126K 0.34% 68
2025
Q3 		$2.49M Sell
30,980
-2,170
-7% -$167K 0.33% 68
2025
Q2 		$2.43M Buy
33,150
+2,295
+7% +$151K 0.37% 60
2025
Q1 		$1.91M Buy
30,855
+6,290
+26% +$424K 0.33% 63
2024
Q4 		$1.69M Buy
24,565
+930
+4% +$62.6K 0.29% 70
2024
Q3 		$1.52M Sell
23,635
-9,210
-28% -$574K 0.27% 74
2024
Q2 		$2.06M Sell
32,845
-12,360
-27% -$721K 0.39% 58
2024
Q1 		$2.59M Buy
45,205
+12,240
+37% +$675K 0.58% 42
2023
Q4 		$1.71M Sell
32,965
-45,705
-58% -$2.22M 0.37% 61
2023
Q3 		$3.57M Buy
78,670
+34,670
+79% +$1.64M 0.88% 29
2023
Q2 		$2.07M Sell
44,000
-250
-0.6% -$10.8K 0.5% 46
2023
Q1 		$1.81M Buy
44,250
+4,300
+11% +$163K 0.45% 53
2022
Q4 		$1.37M Buy
+39,950
New +$1.43M 0.41% 58
2022
Q3 		– Sell
-24,250
Closed -$881K – 129
2022
Q2 		$881K Sell
24,250
-1,465
-6% -$58.9K 0.32% 68
2022
Q1 		$1.21M Buy
25,715
+8,470
+49% +$392K 0.47% 47
2021
Q4 		$899K Buy
+17,245
New +$873K 0.35% 61

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Eagle Strategies's MGK Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.5% in Q2 2026, buying an estimated $102K and bringing the position to 35,697 shares worth $3.14M. The position accounts for 0.31% of the portfolio, ranked #73.

Eagle Strategies first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.57M in Q3 2023. 525 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Eagle Strategies held 35,697 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.14M as of Q2 2026.
  • Eagle Strategies bought 1,192 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.31% of Eagle Strategies's portfolio in Q2 2026, its #73 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.57M in Q3 2023.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.