Silver Grove Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Silver Grove Financial 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	$264	Sell	3 -202	-99%	-$17.2K	﹤0.01%	2210
2026 Q1	$15.1K	Buy	+205	New	+$16.1K	0.01%	282

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

Silver Grove Financial Group's MGK Position: Q2 2026 in Review

Silver Grove Financial Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 99% in Q2 2026, selling an estimated $17.2K and leaving 3 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Silver Grove Financial Group first reported a position in MGK in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.1K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Silver Grove Financial Group held 3 shares of Vanguard Morningstar Mega Cap Growth ETF worth $264 as of Q2 2026.
Silver Grove Financial Group sold 202 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $17.2K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2210 holding.
Silver Grove Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Silver Grove Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $15.1K in Q1 2026.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.