Sagespring Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sagespring Wealth Partners’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 Q1	$985K	Buy	13,400 +1,410	+12%	+$111K	0.02%	324
2025 Q4	$990K	Buy	11,990 +65	+0.5%	+$5.34K	0.02%	311
2025 Q3	$960K	Sell	11,925 -75	-0.6%	-$5.76K	0.02%	306
2025 Q2	$879K	Buy	12,000 +345	+3%	+$22.7K	0.02%	311
2025 Q1	$720K	Sell	11,655 -45	-0.4%	-$3.04K	0.02%	310
2024 Q4	$804K	Buy	+11,700	New	+$787K	0.02%	256

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sagespring Wealth Partners's MGK Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 12% in Q1 2026, buying an estimated $111K and bringing the position to 13,400 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #324.

Sagespring Wealth Partners first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. The position peaked at $990K in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Sagespring Wealth Partners held 13,400 shares of Vanguard Morningstar Mega Cap Growth ETF worth $985K as of Q1 2026.
Sagespring Wealth Partners bought 1,410 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $111K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #324 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $990K in Q4 2025.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.