Squire Investment Management Company’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Squire Investment Management Company’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	$1.02M	Hold	11,625	–	–	0.25%	46
2026 Q1	$854K	Hold	11,625	–	–	0.24%	45
2025 Q4	$960K	Hold	11,625	–	–	0.29%	44
2025 Q3	$936K	Hold	11,625	–	–	0.3%	43
2025 Q2	$851K	Hold	11,625	–	–	0.31%	42
2025 Q1	$718K	Hold	11,625	–	–	0.3%	40
2024 Q4	$798K	Hold	11,625	–	–	0.35%	37
2024 Q3	$749K	Hold	11,625	–	–	0.36%	37
2024 Q2	$731K	Hold	11,625	–	–	0.41%	33
2024 Q1	$666K	Hold	11,625	–	–	0.42%	35
2023 Q4	$603K	Buy	+11,625	New	+$564K	0.49%	34

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

Squire Investment Management Company's MGK Position: Q2 2026 in Review

Squire Investment Management Company held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2026 at 11,625 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #46.

Squire Investment Management Company first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 833 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Squire Investment Management Company held 11,625 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.02M as of Q2 2026.
Squire Investment Management Company left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Growth ETF made up 0.25% of Squire Investment Management Company's portfolio in Q2 2026, its #46 holding.
Squire Investment Management Company first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.