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Savvy Advisors Inc’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Savvy Advisors Inc’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 		$3.54M Buy
48,180
+13,170
+38% +$1.03M 0.09% 167
2025
Q4 		$2.89M Buy
35,010
+6,230
+22% +$512K 0.09% 165
2025
Q3 		$2.32M Sell
28,780
-1,740
-6% -$134K 0.11% 135
2025
Q2 		$2.24M Buy
+30,520
New +$2.01M 0.15% 104

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Savvy Advisors Inc's MGK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Mega Cap Growth ETF (MGK) stake by 38% in Q1 2026, buying an estimated $1.03M and bringing the position to 48,180 shares worth $3.54M. The position accounts for 0.09% of the portfolio, ranked #167.

Savvy Advisors Inc first reported a position in MGK in Q2 2025 and has held it in 4 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Savvy Advisors Inc held 48,180 shares of Vanguard Mega Cap Growth ETF worth $3.54M as of Q1 2026.
  • Savvy Advisors Inc bought 13,170 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.03M.
  • Vanguard Mega Cap Growth ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #167 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Mega Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.