Savvy Advisors Inc’s Vanguard Morningstar 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 Q2	$4.31M	Buy	48,985 +805	+2%	+$68.7K	0.09%	174
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 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

Savvy Advisors Inc's MGK Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 1.7% in Q2 2026, buying an estimated $68.7K and bringing the position to 48,985 shares worth $4.31M. The position accounts for 0.09% of the portfolio, ranked #174.

Savvy Advisors Inc first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Savvy Advisors Inc held 48,985 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.31M as of Q2 2026.
Savvy Advisors Inc bought 805 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $68.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #174 holding.
Savvy Advisors Inc first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.