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

Smallwood Wealth Investment 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 		$22K Hold
250
– – 0.01% 267
2026
Q1 		$18.4K Hold
250
– – 0.01% 268
2025
Q4 		$20.6K Hold
250
– – 0.01% 254
2025
Q3 		$20.1K Hold
250
– – 0.01% 262
2025
Q2 		$18.3K Hold
250
– – 0.01% 261
2025
Q1 		$15.4K Buy
+250
New +$16.9K 0.01% 277

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Smallwood Wealth Investment Management's MGK Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 250 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #267.

Smallwood Wealth Investment Management first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Smallwood Wealth Investment Management held 250 shares of Vanguard Morningstar Mega Cap Growth ETF worth $22K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #267 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.