Spirepoint Private Client’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Spirepoint Private Client’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	$4M	Buy	45,492 +332	+0.7%	+$28.3K	0.32%	58
2026 Q1	$3.32M	Buy	45,160 +295	+0.7%	+$23.2K	0.32%	61
2025 Q4	$3.7M	Buy	44,865 +1,265	+3%	+$104K	0.35%	54
2025 Q3	$3.51M	Buy	43,600 +375	+0.9%	+$28.8K	0.37%	63
2025 Q2	$3.17M	Sell	43,225 -3,155	-7%	-$208K	0.36%	63
2025 Q1	$2.87M	Sell	46,380 -2,155	-4%	-$145K	0.37%	61
2024 Q4	$3.33M	Buy	48,535 +2,360	+5%	+$159K	0.42%	53
2024 Q3	$2.97M	Buy	46,175 +3,365	+8%	+$210K	0.39%	58
2024 Q2	$2.69M	Buy	42,810 +2,170	+5%	+$127K	0.38%	59
2024 Q1	$2.33M	Buy	+40,640	New	+$2.24M	0.35%	59

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

Spirepoint Private Client's MGK Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.74% in Q2 2026, buying an estimated $28.3K and bringing the position to 45,492 shares worth $4M. The position accounts for 0.32% of the portfolio, ranked #58.

Spirepoint Private Client first reported a position in MGK in Q1 2024 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Spirepoint Private Client held 45,492 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4M as of Q2 2026.
Spirepoint Private Client bought 332 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.32% of Spirepoint Private Client's portfolio in Q2 2026, its #58 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.