SWM
MGK icon

Silverlake Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Silverlake Wealth Management’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 		$5M Buy
56,857
+1,302
+2% +$111K 0.95% 16
2026
Q1 		$4.08M Buy
55,555
+830
+2% +$65.2K 0.85% 18
2025
Q4 		$4.52M Buy
54,725
+1,385
+3% +$114K 1.01% 16
2025
Q3 		$4.29M Buy
53,340
+2,885
+6% +$221K 1.04% 15
2025
Q2 		$3.69M Buy
50,455
+6,150
+14% +$405K 1.07% 12
2025
Q1 		$2.74M Buy
44,305
+6,175
+16% +$417K 1.03% 15
2024
Q4 		$2.62M Buy
38,130
+12,510
+49% +$842K 1% 14
2024
Q3 		$1.65M Buy
25,620
+7,860
+44% +$490K 0.62% 44
2024
Q2 		$1.12M Buy
17,760
+5,865
+49% +$342K 0.46% 59
2024
Q1 		$682K Buy
11,895
+2,580
+28% +$142K 0.35% 71
2023
Q4 		$484K Buy
9,315
+625
+7% +$30.3K 0.27% 99
2023
Q3 		$394K Buy
8,690
+1,080
+14% +$51K 0.22% 125
2023
Q2 		$358K Sell
7,610
-65
-0.8% -$2.8K 0.2% 135
2023
Q1 		$314K Buy
+7,675
New +$291K 0.19% 139

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Silverlake Wealth Management's MGK Position: Q2 2026 in Review

Silverlake Wealth Management increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.3% in Q2 2026, buying an estimated $111K and bringing the position to 56,857 shares worth $5M. The position accounts for 0.95% of the portfolio, ranked #16.

Silverlake Wealth Management first reported a position in MGK in Q1 2023 and has held it in 14 quarters since. 1,023 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Silverlake Wealth Management held 56,857 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5M as of Q2 2026.
  • Silverlake Wealth Management bought 1,302 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.95% of Silverlake Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.