Sax Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sax Wealth Advisors’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	$354K	Sell	962 -3,663	-79%	-$313K	0.01%	415
2026 Q1	$382K	Hold	4,625	–	–	0.02%	343
2025 Q4	$382K	Sell	4,625 -190	-4%	-$15.6K	0.02%	350
2025 Q3	$388K	Sell	4,815 -55	-1%	-$4.22K	0.02%	314
2025 Q2	$357K	Hold	4,870	–	–	0.02%	310
2025 Q1	$301K	Hold	4,870	–	–	0.02%	297
2024 Q4	$334K	Buy	4,870 +5	+0.1%	+$337	0.03%	252
2024 Q3	$313K	Buy	+4,865	New	+$303K	0.03%	218
2024 Q2	–	Sell	-4,860	Closed	-$279K	–	280
2024 Q1	$279K	Hold	4,860	–	–	0.03%	152
2023 Q4	$252K	Hold	4,860	–	–	0.04%	162
2023 Q3	$220K	Buy	4,860 +80	+2%	+$3.77K	0.04%	167
2023 Q2	$225K	Sell	4,780 -1,130	-19%	-$48.7K	0.04%	156
2023 Q1	$242K	Buy	5,910 +5	+0.1%	+$189	0.05%	151
2022 Q4	$203K	Buy	5,905 +5	+0.1%	+$179	0.05%	159
2022 Q3	$206K	Hold	5,900	–	–	0.05%	150
2022 Q2	$214K	Hold	5,900	–	–	0.05%	152
2022 Q1	$278K	Buy	5,900 +105	+2%	+$4.86K	0.07%	142
2021 Q4	$302K	Buy	5,795 +450	+8%	+$22.8K	0.06%	143
2021 Q3	$251K	Buy	5,345 +100	+2%	+$4.84K	0.06%	143
2021 Q2	$243K	Buy	5,245 +5	+0.1%	+$220	0.08%	134
2021 Q1	$217K	Sell	5,240 -1,250	-19%	-$51.5K	0.08%	138
2020 Q4	$264K	Buy	+6,490	New	+$251K	0.12%	107

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

Sax Wealth Advisors's MGK Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 79% in Q2 2026, selling an estimated $313K and leaving 962 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #415.

Sax Wealth Advisors first reported a position in MGK in Q4 2020 and has held it in 22 quarters since. The position peaked at $388K in Q3 2025. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sax Wealth Advisors held 962 shares of Vanguard Morningstar Mega Cap Growth ETF worth $354K as of Q2 2026.
Sax Wealth Advisors sold 3,663 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $313K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #415 holding.
Sax Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Sax Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $388K in Q3 2025.
1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.