Almanack Investment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Almanack Investment 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 Q1	–	Sell	-74,115	Closed	-$6.12M	–	183
2025 Q4	$6.12M	Buy	74,115 +70,940	+2,234%	+$5.83M	1.04%	18
2025 Q3	$256K	Sell	3,175 -19,920	-86%	-$1.53M	0.04%	165
2025 Q2	$1.69M	Buy	+23,095	New	+$1.52M	0.27%	53
2023 Q3	–	Sell	-5,445	Closed	-$256K	–	178
2023 Q2	$256K	Buy	+5,445	New	+$235K	0.05%	141
2022 Q2	–	Sell	-20,100	Closed	-$946K	–	490
2022 Q1	$946K	Buy	20,100 +13,190	+191%	+$611K	0.08%	159
2021 Q4	$360K	Buy	+6,910	New	+$350K	0.03%	331
2021 Q3	–	Sell	-36,750	Closed	-$1.7M	–	538
2021 Q2	$1.7M	Buy	36,750 +6,615	+22%	+$291K	0.16%	91
2021 Q1	$1.25M	Buy	+30,135	New	+$1.24M	0.13%	114
2020 Q3	–	Sell	-24,855	Closed	-$813K	–	384
2020 Q2	$813K	Buy	+24,855	New	+$742K	0.14%	79
2020 Q1	–	Sell	-22,390	Closed	-$652K	–	287
2019 Q4	$652K	Buy	+22,390	New	+$618K	0.12%	85

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Almanack Investment Partners's MGK Position: Q1 2026 in Review

Almanack Investment Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 74,115 shares — an estimated $6.12M sold.

Almanack Investment Partners first reported a position in MGK in Q4 2019 and held it in 10 quarters. The position peaked at $6.12M in Q4 2025. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Almanack Investment Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Almanack Investment Partners sold 74,115 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $6.12M.
Almanack Investment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and held it in 10 quarters.
Almanack Investment Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $6.12M in Q4 2025.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.