Smartleaf Asset Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Smartleaf Asset 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	$24.1K	Sell	279 -1,116	-80%	-$95.2K	﹤0.01%	1910
2026 Q1	$98.6K	Sell	1,395 -540	-28%	-$42.4K	﹤0.01%	1114
2025 Q4	$161K	Sell	1,935 -160	-8%	-$13.1K	0.01%	911
2025 Q3	$168K	Buy	2,095 +1,475	+238%	+$113K	0.01%	801
2025 Q2	$45.2K	Buy	620 +510	+464%	+$33.6K	﹤0.01%	1206
2025 Q1	$6.79K	Buy	+110	New	+$7.42K	﹤0.01%	2078

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

Smartleaf Asset Management's MGK Position: Q2 2026 in Review

Smartleaf Asset Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 80% in Q2 2026, selling an estimated $95.2K and leaving 279 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Smartleaf Asset Management first reported a position in MGK in Q1 2025 and has held it in 6 quarters since. The position peaked at $168K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Smartleaf Asset Management held 279 shares of Vanguard Morningstar Mega Cap Growth ETF worth $24.1K as of Q2 2026.
Smartleaf Asset Management sold 1,116 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1910 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Smartleaf Asset Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $168K in Q3 2025.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.