Sound Income Strategies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Sound Income Strategies’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	$5.49M	Buy	62,507 +6,602	+12%	+$563K	0.25%	103
2026 Q1	$4.16M	Buy	55,905 +5,470	+11%	+$430K	0.2%	120
2025 Q4	$4.12M	Buy	50,435 +11,960	+31%	+$982K	0.19%	117
2025 Q3	$3.14M	Buy	38,475 +6,345	+20%	+$487K	0.17%	121
2025 Q2	$2.35M	Buy	32,130 +3,340	+12%	+$220K	0.13%	121
2025 Q1	$1.78M	Buy	28,790 +7,910	+38%	+$534K	0.11%	125
2024 Q4	$1.43M	Buy	20,880 +11,640	+126%	+$783K	0.09%	124
2024 Q3	$595K	Buy	9,240 +6,375	+223%	+$398K	0.04%	158
2024 Q2	$180K	Buy	2,865 +2,120	+285%	+$124K	0.01%	237
2024 Q1	$42.7K	Hold	745	–	–	﹤0.01%	437
2023 Q4	$38.7K	Hold	745	–	–	﹤0.01%	456
2023 Q3	$33.8K	Sell	745 -455	-38%	-$21.5K	﹤0.01%	352
2023 Q2	$56.5K	Buy	1,200 +455	+61%	+$19.6K	0.01%	287
2023 Q1	$30.5K	Hold	745	–	–	﹤0.01%	357
2022 Q4	$25.6K	Hold	745	–	–	﹤0.01%	360
2022 Q3	$26K	Hold	745	–	–	﹤0.01%	321
2022 Q2	$27K	Hold	745	–	–	﹤0.01%	303
2022 Q1	$35K	Hold	745	–	–	﹤0.01%	274
2021 Q4	$39K	Hold	745	–	–	﹤0.01%	260
2021 Q3	$35K	Hold	745	–	–	﹤0.01%	263
2021 Q2	$34K	Sell	745 -345	-32%	-$15.2K	﹤0.01%	275
2021 Q1	$45.1K	Buy	1,090 +360	+49%	+$14.8K	0.01%	231
2020 Q4	$30K	Sell	730 -1,100	-60%	-$42.6K	0.01%	265
2020 Q3	$68K	Sell	1,830 -185	-9%	-$6.67K	0.02%	159
2020 Q2	$66K	Hold	2,015	–	–	0.02%	132
2020 Q1	$51K	Hold	2,015	–	–	0.02%	123
2019 Q4	$59K	Hold	2,015	–	–	0.02%	112
2019 Q3	$53K	Buy	2,015 +185	+10%	+$4.89K	0.02%	109
2019 Q2	$47K	Sell	1,830 -2,430	-57%	-$61.8K	0.02%	131
2019 Q1	$106K	Hold	4,260	–	–	0.05%	82
2018 Q4	$91K	Hold	4,260	–	–	0.05%	88
2018 Q3	$109K	Buy	4,260 +1,830	+75%	+$45.7K	0.05%	77
2018 Q2	$58K	Hold	2,430	–	–	0.03%	101
2018 Q1	$55K	Buy	+2,430	New	+$56.4K	0.04%	108

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

LPL Financial San Diego, California $445B AUM 25.58% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Sound Income Strategies's MGK Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 12% in Q2 2026, buying an estimated $563K and bringing the position to 62,507 shares worth $5.49M. The position accounts for 0.25% of the portfolio, ranked #103.

Sound Income Strategies first reported a position in MGK in Q1 2018 and has held it in 34 quarters since. 789 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Sound Income Strategies held 62,507 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.49M as of Q2 2026.
Sound Income Strategies bought 6,602 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $563K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.25% of Sound Income Strategies's portfolio in Q2 2026, its #103 holding.
Sound Income Strategies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
789 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.