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Savant Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Savant Capital’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 		$39.5M Buy
294,234
+46,804
+19% +$3.99M 0.12% 120
2026
Q1 		$18.2M Buy
247,430
+2,705
+1% +$212K 0.09% 134
2025
Q4 		$20.2M Sell
244,725
-9,015
-4% -$741K 0.11% 119
2025
Q3 		$20.4M Buy
253,740
+8,780
+4% +$674K 0.12% 117
2025
Q2 		$17.9M Sell
244,960
-21,575
-8% -$1.42M 0.13% 107
2025
Q1 		$16.5M Sell
266,535
-6,975
-3% -$471K 0.14% 98
2024
Q4 		$18.8M Buy
273,510
+3,700
+1% +$249K 0.15% 99
2024
Q3 		$17.4M Buy
269,810
+1,390
+0.5% +$86.7K 0.14% 101
2024
Q2 		$16.9M Sell
268,420
-2,970
-1% -$173K 0.17% 95
2024
Q1 		$15.6M Sell
271,390
-9,540
-3% -$526K 0.18% 97
2023
Q4 		$14.6M Sell
280,930
-33,930
-11% -$1.65M 0.19% 94
2023
Q3 		$14.3M Sell
314,860
-219,425
-41% -$10.4M 0.21% 88
2023
Q2 		$25.1M Sell
534,285
-76,350
-13% -$3.29M 0.39% 46
2023
Q1 		$25M Buy
610,635
+147,820
+32% +$5.6M 0.47% 36
2022
Q4 		$15.9M Buy
462,815
+117,485
+34% +$4.21M 0.39% 43
2022
Q3 		$12M Buy
+345,330
New +$13.6M 0.38% 45
2022
Q2 		– Sell
-5,010
Closed -$236K – 576
2022
Q1 		$236K Hold
5,010
– – 0.01% 512
2021
Q4 		$261K Hold
5,010
– – 0.01% 476
2021
Q3 		$235K Hold
5,010
– – 0.01% 466
2021
Q2 		$232K Hold
5,010
– – 0.01% 449
2021
Q1 		$207K Hold
5,010
– – 0.01% 442
2020
Q4 		$204K Buy
+5,010
New +$194K 0.01% 417

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

Savant Capital's MGK Position: Q2 2026 in Review

Savant Capital increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 19% in Q2 2026, buying an estimated $3.99M and bringing the position to 294,234 shares worth $39.5M. The position accounts for 0.12% of the portfolio, ranked #120.

Savant Capital first reported a position in MGK in Q4 2020 and has held it in 22 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Savant Capital held 294,234 shares of Vanguard Morningstar Mega Cap Growth ETF worth $39.5M as of Q2 2026.
  • Savant Capital bought 46,804 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $3.99M.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Savant Capital's portfolio in Q2 2026, its #120 holding.
  • Savant Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.