Evergreen Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Evergreen Capital Management’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	$268K	Hold	3,045	–	–	﹤0.01%	1284
2026 Q1	$224K	Buy	3,045 +105	+4%	+$8.25K	﹤0.01%	1321
2025 Q4	$243K	Hold	2,940	–	–	0.01%	1183
2025 Q3	$237K	Hold	2,940	–	–	0.01%	1134
2025 Q2	$216K	Buy	+2,940	New	+$194K	0.01%	995
2025 Q1	–	Sell	-2,940	Closed	-$202K	–	1145
2024 Q4	$202K	Sell	2,940 -1,665	-36%	-$112K	0.01%	995
2024 Q3	$297K	Hold	4,605	–	–	0.01%	720
2024 Q2	$290K	Hold	4,605	–	–	0.01%	676
2024 Q1	$264K	Buy	+4,605	New	+$254K	0.01%	686
2022 Q2	–	Sell	-6,665	Closed	-$314K	–	640
2022 Q1	$314K	Buy	6,665 +1,735	+35%	+$80.4K	0.01%	472
2021 Q4	$257K	Buy	4,930 +10	+0.2%	+$506	0.01%	515
2021 Q3	$231K	Hold	4,920	–	–	0.01%	505
2021 Q2	$228K	Buy	4,920 +10	+0.2%	+$440	0.01%	477
2021 Q1	$203K	Hold	4,910	–	–	0.01%	475
2020 Q4	$200K	Buy	+4,910	New	+$190K	0.01%	419

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

Evergreen Capital Management's MGK Position: Q2 2026 in Review

Evergreen Capital Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,045 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Evergreen Capital Management first reported a position in MGK in Q4 2020 and has held it in 15 quarters since. The position peaked at $314K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Evergreen Capital Management held 3,045 shares of Vanguard Morningstar Mega Cap Growth ETF worth $268K as of Q2 2026.
Evergreen Capital Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1284 holding.
Evergreen Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
Evergreen Capital Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $314K in Q1 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.