Advisory Alpha’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Advisory Alpha’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 Q1	$1.24M	Buy	16,815 +8,315	+98%	+$653K	0.03%	170
2025 Q4	$702K	Sell	8,500 -1,700	-17%	-$140K	0.02%	242
2025 Q3	$827K	Sell	10,200 -7,210	-41%	-$553K	0.02%	209
2025 Q2	$1.28M	Buy	17,410 +10,270	+144%	+$677K	0.04%	144
2025 Q1	$441K	Buy	7,140 +2,875	+67%	+$194K	0.02%	270
2024 Q4	$293K	Sell	4,265 -80	-2%	-$5.38K	0.01%	326
2024 Q3	$280K	Sell	4,345 -390	-8%	-$24.3K	0.01%	324
2024 Q2	$298K	Sell	4,735 -2,290	-33%	-$134K	0.01%	291
2024 Q1	$403K	Buy	7,025 +315	+5%	+$17.4K	0.02%	244
2023 Q4	$348K	Sell	6,710 -165	-2%	-$8.01K	0.02%	240
2023 Q3	$312K	Sell	6,875 -655	-9%	-$30.9K	0.02%	232
2023 Q2	$354K	Buy	7,530 +2,500	+50%	+$108K	0.02%	240
2023 Q1	$206K	Buy	+5,030	New	+$191K	0.01%	271
2022 Q4	–	Sell	-6,110	Closed	-$213K	–	266
2022 Q3	$213K	Buy	6,110 +105	+2%	+$4.13K	0.02%	228
2022 Q2	$218K	Hold	6,005	–	–	0.02%	231
2022 Q1	$283K	Sell	6,005 -3,015	-33%	-$140K	0.02%	219
2021 Q4	$470K	Buy	+9,020	New	+$457K	0.03%	182

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Alpha's MGK Position: Q1 2026 in Review

Advisory Alpha increased its Vanguard Mega Cap Growth ETF (MGK) stake by 98% in Q1 2026, buying an estimated $653K and bringing the position to 16,815 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #170.

Advisory Alpha first reported a position in MGK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.28M in Q2 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Advisory Alpha held 16,815 shares of Vanguard Mega Cap Growth ETF worth $1.24M as of Q1 2026.
Advisory Alpha bought 8,315 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $653K.
Vanguard Mega Cap Growth ETF made up 0.03% of Advisory Alpha's portfolio in Q1 2026, its #170 holding.
Advisory Alpha first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Advisory Alpha's Vanguard Mega Cap Growth ETF position peaked at $1.28M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.