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Vanguard Mega Cap Growth Index Fund ETF Shares(MGK)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MGK
11/12/2026: MGK (5-star) is currently NOT-A-BUY. Pass it for now.
MGK provides low-cost, passive exposure to the largest U.S. growth companies, primarily those within the technology and consumer discretionary sectors. Its core strengths include an exceptionally low expense ratio, high liquidity, and the backing of Vanguard’s reputable management. It serves as an excellent portfolio cornerstone for long-term growth seekers, though it carries risks related to sector concentration and high valuation sensitivity to interest rates. Investors should monitor the performance of top-weighted mega-cap holdings and broader macroeconomic indicators, as this fund is less suitable for income-focused or risk-averse portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | This fund is specifically designed to capture capital appreciation from leading growth companies. |
| Momentum investor | Strong fit while signal remains positive | The fund's concentration in leading growth stocks makes it suitable for investors capturing upward market trends. |
| Value investor | Weak fit | The focus on high-multiple growth stocks is generally contrary to the traditional value investing philosophy. |
| Dividend/Income investor | Weak fit | Mega-cap growth companies prioritize reinvestment over dividend payouts, resulting in low yield. |
| Low-risk investor | Weak fit | The volatility associated with mega-cap growth stocks exceeds the tolerance of conservative, low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors with a multi-year time horizon seeking to capture the returns of market-leading enterprises.
Suitability
Best for long-term investors utilizing a passive indexing strategy as part of a core portfolio holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are sensitive to market sentiment and interest rate changes. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations. |
| Concentration | High | The fund holds a limited number of mega-cap stocks, leading to high sector and single-name reliance. |
| Tracking/expense | Low | Vanguard's passive management is highly efficient at minimizing tracking error. |
| Liquidity | Low | The underlying mega-cap stocks are among the most liquid assets globally. |
| Business/sector quality | Low | The fund focuses on established industry leaders with robust business models. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
MGK exhibits higher volatility than total market funds due to its narrow focus on growth stocks.
Market Risk
The fund is subject to systemic risk, primarily driven by the performance of the U.S. technology sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology | 52 | This provides core exposure to the software, hardware, and semiconductor companies that drive modern growth. |
| Sector | Consumer Discretionary | 18 | This represents significant investment in leading retail and e-commerce platforms. |
| Sector | Communication Services | 14 | This sector includes major media and interactive service giants. |
| Sector | Healthcare | 9 | This adds a layer of exposure to large pharmaceutical and biotechnology innovators. |
| Cash/collateral | Cash and Cash Equivalents | 7 | This reflects temporary liquidity held by the fund during rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 55.38% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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