Swisher Financial Concepts’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Swisher Financial Concepts’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	$245K	Sell	2,792 -1,103	-28%	-$94.1K	0.15%	62
2026 Q1	$286K	Buy	3,895 +15	+0.4%	+$1.18K	0.16%	75
2025 Q4	$320K	Hold	3,880	–	–	0.18%	67
2025 Q3	$312K	Sell	3,880 -1,140	-23%	-$87.5K	0.19%	69
2025 Q2	$368K	Buy	+5,020	New	+$331K	0.24%	59
2024 Q4	–	Sell	-6,400	Closed	-$406K	–	78
2024 Q3	$406K	Buy	+6,400	New	+$399K	0.26%	61

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

Swisher Financial Concepts's MGK Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 28% in Q2 2026, selling an estimated $94.1K and leaving 2,792 shares worth $245K. The position accounts for 0.15% of the portfolio, ranked #62.

Swisher Financial Concepts first reported a position in MGK in Q3 2024 and has held it in 6 quarters since. The position peaked at $406K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Swisher Financial Concepts held 2,792 shares of Vanguard Morningstar Mega Cap Growth ETF worth $245K as of Q2 2026.
Swisher Financial Concepts sold 1,103 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $94.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.15% of Swisher Financial Concepts's portfolio in Q2 2026, its #62 holding.
Swisher Financial Concepts first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
Swisher Financial Concepts's Vanguard Morningstar Mega Cap Growth ETF position peaked at $406K in Q3 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.