Steel Grove Capital Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Steel Grove Capital Advisors’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	$1.9M	Buy	21,647 +172	+0.8%	+$14.7K	0.18%	68
2026 Q1	$1.58M	Buy	21,475 +30	+0.1%	+$2.36K	0.17%	77
2025 Q4	$1.77M	Buy	21,445 +3,375	+19%	+$277K	0.18%	53
2025 Q3	$1.32M	Hold	18,070	–	–	0.16%	87
2025 Q2	$1.32M	Sell	18,070 -5,150	-22%	-$339K	0.16%	88
2025 Q1	$1.43M	Sell	23,220 -90	-0.4%	-$6.07K	0.22%	73
2024 Q4	$1.6M	Sell	23,310 -490	-2%	-$33K	0.22%	63
2024 Q3	$1.52M	Sell	23,800 -605	-2%	-$37.7K	0.21%	71
2024 Q2	$1.53M	Buy	24,405 +8,100	+50%	+$473K	0.21%	69
2024 Q1	$935K	Buy	+16,305	New	+$900K	0.12%	90

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

Steel Grove Capital Advisors's MGK Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 21,647 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #68.

Steel Grove Capital Advisors 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.

Steel Grove Capital Advisors held 21,647 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.9M as of Q2 2026.
Steel Grove Capital Advisors bought 172 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $14.7K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.18% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #68 holding.
Steel Grove Capital Advisors 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 Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.