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Shearwater Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Shearwater Capital’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 		– Sell
-2,960
Closed -$218K – 69
2026
Q1 		$218K Buy
+2,960
New +$233K 0.11% 65

Other funds holding MGK

AssetMark Inc
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
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

Shearwater Capital's MGK Position: Q2 2026 in Review

Shearwater Capital sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2026, closing a stake of 2,960 shares — an estimated $218K sold.

Shearwater Capital first reported a position in MGK in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 502 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Shearwater Capital reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Shearwater Capital sold 2,960 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $218K.
  • Shearwater Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Shearwater Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $218K in Q1 2026.
  • 502 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.