SWP
MGK icon

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
Q2 		$1.24M Buy
14,080
+680
+5% +$58K 0.02% 301
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Sagespring Wealth Partners's MGK Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 5.1% in Q2 2026, buying an estimated $58K and bringing the position to 14,080 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #301.

Sagespring Wealth Partners first reported a position in MGK in Q4 2024 and has held it in 7 quarters since. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Sagespring Wealth Partners held 14,080 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.24M as of Q2 2026.
  • Sagespring Wealth Partners bought 680 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $58K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.