Sage Mountain Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sage Mountain Advisors’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	$381K	Sell	4,330 -750	-15%	-$64K	0.02%	160
2026 Q1	$373K	Sell	5,080 -12,100	-70%	-$950K	0.03%	151
2025 Q4	$1.42M	Buy	17,180 +20	+0.1%	+$1.64K	0.08%	132
2025 Q3	$1.38M	Sell	17,160 -265	-2%	-$20.3K	0.08%	128
2025 Q2	$1.28M	Hold	17,425	–	–	0.08%	115
2025 Q1	$1.08M	Buy	17,425 +15	+0.1%	+$1.01K	0.08%	108
2024 Q4	$1.2M	Buy	17,410 +15	+0.1%	+$1.01K	0.09%	102
2024 Q3	$1.12M	Buy	17,395 +25	+0.1%	+$1.56K	0.1%	101
2024 Q2	$1.09M	Hold	17,370	–	–	0.1%	92
2024 Q1	$996K	Sell	17,370 -755	-4%	-$41.7K	0.1%	95
2023 Q4	$941K	Buy	18,125 +12,000	+196%	+$582K	0.11%	83
2023 Q3	$278K	Buy	+6,125	New	+$289K	0.04%	194

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 Mountain Advisors's MGK Position: Q2 2026 in Review

Sage Mountain Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 15% in Q2 2026, selling an estimated $64K and leaving 4,330 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #160.

Sage Mountain Advisors first reported a position in MGK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sage Mountain Advisors held 4,330 shares of Vanguard Morningstar Mega Cap Growth ETF worth $381K as of Q2 2026.
Sage Mountain Advisors sold 750 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #160 holding.
Sage Mountain Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Sage Mountain Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.42M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.