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

Spire 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 		$5.38M Sell
61,208
-7,537
-11% -$643K 0.16% 134
2026
Q1 		$5.05M Buy
68,745
+12,825
+23% +$1.01M 0.17% 125
2025
Q4 		$4.62M Buy
55,920
+22,140
+66% +$1.82M 0.15% 133
2025
Q3 		$2.72M Buy
33,780
+2,000
+6% +$153K 0.09% 185
2025
Q2 		$2.33M Buy
31,780
+13,780
+77% +$908K 0.08% 207
2025
Q1 		$1.11M Buy
18,000
+7,860
+78% +$530K 0.04% 381
2024
Q4 		$696K Buy
10,140
+505
+5% +$34K 0.02% 480
2024
Q3 		$621K Sell
9,635
-2,095
-18% -$131K 0.02% 472
2024
Q2 		$737K Buy
11,730
+2,420
+26% +$141K 0.03% 408
2024
Q1 		$534K Sell
9,310
-110
-1% -$6.07K 0.01% 500
2023
Q4 		$505K Buy
9,420
+1,500
+19% +$72.8K 0.02% 510
2023
Q3 		$359K Buy
7,920
+5
+0.1% +$236 0.01% 554
2023
Q2 		$373K Buy
7,915
+30
+0.4% +$1.29K 0.01% 563
2023
Q1 		$322K Buy
7,885
+605
+8% +$22.9K 0.01% 599
2022
Q4 		$251K Buy
7,280
+3,595
+98% +$129K 0.01% 497
2022
Q3 		$128K Buy
3,685
+3,030
+463% +$119K 0.01% 633
2022
Q2 		$24K Sell
655
-5,845
-90% -$235K ﹤0.01% 1591
2022
Q1 		$306K Sell
6,500
-45,770
-88% -$2.12M 0.01% 721
2021
Q4 		$2.73M Buy
52,270
+50,530
+2,904% +$2.56M 0.06% 264
2021
Q3 		$82K Sell
1,740
-260
-13% -$12.6K ﹤0.01% 1265
2021
Q2 		$93K Sell
2,000
-35,245
-95% -$1.55M ﹤0.01% 1202
2021
Q1 		$1.53M Buy
+37,245
New +$1.53M 0.04% 340

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

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

Spire Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 11% in Q2 2026, selling an estimated $643K and leaving 61,208 shares worth $5.38M. The position accounts for 0.16% of the portfolio, ranked #134.

Spire Wealth Management first reported a position in MGK in Q1 2021 and has held it in 22 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Spire Wealth Management held 61,208 shares of Vanguard Morningstar Mega Cap Growth ETF worth $5.38M as of Q2 2026.
  • Spire Wealth Management sold 7,537 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $643K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.16% of Spire Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Spire Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.