SageView Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

SageView Advisory Group’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	$222K	Buy	+2,520	New	+$215K	0.01%	584
2026 Q1	–	Sell	-2,930	Closed	-$242K	–	1697
2025 Q4	$242K	Buy	+2,930	New	+$241K	0.01%	538
2024 Q1	–	Sell	-18,365	Closed	-$999K	–	668
2023 Q4	$999K	Buy	+18,365	New	+$891K	0.04%	251
2023 Q2	–	Sell	-109,150	Closed	-$4.46M	–	550
2023 Q1	$4.46M	Buy	109,150 +105	+0.1%	+$3.98K	0.28%	54
2022 Q4	$3.75M	Buy	+109,045	New	+$3.9M	0.3%	62

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

SageView Advisory Group's MGK Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026: 2,520 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in MGK as recently as Q4 2025.

SageView Advisory Group first reported a position in MGK in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.46M in Q1 2023. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

SageView Advisory Group held 2,520 shares of Vanguard Morningstar Mega Cap Growth ETF worth $222K as of Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF was a new SageView Advisory Group position in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #584 holding.
SageView Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 5 quarters since.
SageView Advisory Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.46M in Q1 2023.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.