Strategic Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Strategic Wealth Partners’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	$43.6K	Sell	495 -75	-13%	-$6.4K	﹤0.01%	558
2026 Q1	$42K	Buy	570 +50	+10%	+$3.93K	﹤0.01%	544
2025 Q4	$43K	Buy	520 +75	+17%	+$6.16K	﹤0.01%	545
2025 Q3	$35.9K	Buy	445 +230	+107%	+$17.7K	﹤0.01%	618
2025 Q2	$15.8K	Buy	+215	New	+$14.2K	﹤0.01%	703

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

Strategic Wealth Partners's MGK Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 13% in Q2 2026, selling an estimated $6.4K and leaving 495 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Strategic Wealth Partners first reported a position in MGK in Q2 2025 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Strategic Wealth Partners held 495 shares of Vanguard Morningstar Mega Cap Growth ETF worth $43.6K as of Q2 2026.
Strategic Wealth Partners sold 75 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $6.4K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #558 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.