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 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

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. 1,019 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.
1,019 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.