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

Simplicity Wealth’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 		$1.9M Buy
21,639
+2,679
+14% +$229K 0.06% 291
2026
Q1 		$1.39M Buy
18,960
+8,840
+87% +$694K 0.08% 234
2025
Q4 		$835K Sell
10,120
-6,725
-40% -$552K 0.05% 321
2025
Q3 		$1.36M Sell
16,845
-29,115
-63% -$2.23M 0.08% 245
2025
Q2 		$3.37M Buy
+45,960
New +$3.03M 0.14% 150
2024
Q3 		– Sell
-3,605
Closed -$227K – 922
2024
Q2 		$227K Buy
+3,605
New +$210K 0.01% 1060

Other funds holding MGK

AssetMark Inc
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
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
VIA
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Simplicity Wealth's MGK Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 14% in Q2 2026, buying an estimated $229K and bringing the position to 21,639 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #291.

Simplicity Wealth first reported a position in MGK in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.37M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Simplicity Wealth held 21,639 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.9M as of Q2 2026.
  • Simplicity Wealth bought 2,679 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $229K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #291 holding.
  • Simplicity Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.37M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

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