Sax Wealth Advisors’s Vanguard 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Vanguard 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. 233 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sax Wealth Advisors held 962 shares of Vanguard Mega Cap Growth ETF worth $354K as of Q2 2026.
Sax Wealth Advisors sold 3,663 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $313K.
Vanguard 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 Mega Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Sax Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $388K in Q3 2025.
233 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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