Sawyer & Company’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sawyer & Company’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	$3.08K	Hold	35	–	–	﹤0.01%	181
2026 Q1	$2.59K	Buy	+35	New	+$2.75K	﹤0.01%	182
2025 Q4	–	Sell	-35	Closed	-$3K	–	207
2025 Q3	$3K	Sell	35 -140	-80%	-$10.7K	﹤0.01%	170
2025 Q2	$3.08K	Buy	+175	New	+$11.5K	﹤0.01%	181
2025 Q1	–	Sell	-35	Closed	-$2K	–	181
2024 Q4	$2K	Hold	35	–	–	﹤0.01%	170
2024 Q3	$2K	Hold	35	–	–	﹤0.01%	185
2024 Q2	$2K	Sell	35 -630	-95%	-$36.8K	﹤0.01%	167
2024 Q1	$38.1K	Hold	665	–	–	0.02%	132
2023 Q4	$35K	Hold	665	–	–	0.02%	131
2023 Q3	$30K	Hold	665	–	–	0.01%	135
2023 Q2	$31K	Sell	665 -5,000	-88%	-$215K	0.01%	130
2023 Q1	$27K	Buy	5,665 +5,000	+752%	+$189K	0.01%	138
2022 Q4	$23K	Buy	+665	New	+$23.8K	0.01%	145

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Sawyer & Company's MGK Position: Q2 2026 in Review

Sawyer & Company held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 35 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Sawyer & Company first reported a position in MGK in Q4 2022 and has held it in 13 quarters since. The position peaked at $38.1K in Q1 2024. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sawyer & Company held 35 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.08K as of Q2 2026.
Sawyer & Company left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #181 holding.
Sawyer & Company first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
Sawyer & Company's Vanguard Morningstar Mega Cap Growth ETF position peaked at $38.1K in Q1 2024.
502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.