Seven Springs Wealth Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Seven Springs Wealth Group’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	$289K	Hold	3,285	–	–	0.06%	73
2026 Q1	$241K	Hold	3,285	–	–	0.06%	74
2025 Q4	$271K	Hold	3,285	–	–	0.08%	72
2025 Q3	$264K	Hold	3,285	–	–	0.06%	72
2025 Q2	$241K	Hold	3,285	–	–	0.06%	76
2025 Q1	$203K	Hold	3,285	–	–	0.07%	80
2024 Q4	$226K	Hold	3,285	–	–	0.08%	71
2024 Q3	$212K	Hold	3,285	–	–	0.08%	70
2024 Q2	$206K	Buy	+3,285	New	+$192K	0.08%	62
2023 Q3	–	Sell	-4,285	Closed	-$202K	–	60
2023 Q2	$202K	Buy	+4,285	New	+$185K	0.1%	62
2022 Q2	–	Sell	-6,145	Closed	-$289K	–	66
2022 Q1	$289K	Buy	6,145 +1,450	+31%	+$67.2K	0.14%	58
2021 Q4	$245K	Buy	+4,695	New	+$238K	0.11%	58

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

Seven Springs Wealth Group's MGK Position: Q2 2026 in Review

Seven Springs Wealth Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 3,285 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #73.

Seven Springs Wealth Group first reported a position in MGK in Q4 2021 and has held it in 12 quarters since. The position peaked at $289K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Seven Springs Wealth Group held 3,285 shares of Vanguard Morningstar Mega Cap Growth ETF worth $289K as of Q2 2026.
Seven Springs Wealth Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Seven Springs Wealth Group's portfolio in Q2 2026, its #73 holding.
Seven Springs Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Seven Springs Wealth Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $289K in Q1 2022.
1,019 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.