Sage Investment Advisers’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sage Investment Advisers’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	$683K	Buy	7,775 +500	+7%	+$42.7K	0.46%	48
2026 Q1	$541K	Sell	7,275 -995	-12%	-$78.2K	0.4%	50
2025 Q4	$683K	Buy	+8,270	New	+$679K	0.51%	48
2024 Q3	$484K	Hold	7,510	–	–	0.51%	45
2024 Q2	$472K	Sell	7,510 -925	-11%	-$54K	0.53%	41
2024 Q1	$483K	Buy	8,435 +5	+0.1%	+$276	0.55%	41
2023 Q4	$438K	Buy	8,430 +1,120	+15%	+$54.3K	0.53%	41
2023 Q3	$332K	Buy	7,310 +680	+10%	+$32.1K	0.46%	46
2023 Q2	$312K	Buy	6,630 +580	+10%	+$25K	0.42%	46
2023 Q1	$247K	Buy	+6,050	New	+$229K	0.33%	51
2022 Q4	–	Sell	-24,830	Closed	-$866K	–	68
2022 Q3	$866K	Buy	24,830 +5,945	+31%	+$234K	1.37%	28
2022 Q2	$686K	Buy	+18,885	New	+$760K	1.07%	31
2022 Q1	–	Sell	-4,660	Closed	-$243K	–	73
2021 Q4	$243K	Buy	+4,660	New	+$236K	0.31%	63

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

Sage Investment Advisers's MGK Position: Q2 2026 in Review

Sage Investment Advisers increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6.9% in Q2 2026, buying an estimated $42.7K and bringing the position to 7,775 shares worth $683K. The position accounts for 0.46% of the portfolio, ranked #48.

Sage Investment Advisers first reported a position in MGK in Q4 2021 and has held it in 13 quarters since. The position peaked at $866K in Q3 2022. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sage Investment Advisers held 7,775 shares of Vanguard Morningstar Mega Cap Growth ETF worth $683K as of Q2 2026.
Sage Investment Advisers bought 500 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $42.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.46% of Sage Investment Advisers's portfolio in Q2 2026, its #48 holding.
Sage Investment Advisers first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
Sage Investment Advisers's Vanguard Morningstar Mega Cap Growth ETF position peaked at $866K in Q3 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.