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Anchor Investment Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Anchor Investment Management’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 		$316K Sell
4,300
-40
-0.9% -$3.14K 0.03% 315
2025
Q4 		$358K Hold
4,340
– – 0.03% 300
2025
Q3 		$349K Hold
4,340
– – 0.03% 300
2025
Q2 		$318K Hold
4,340
– – 0.03% 308
2025
Q1 		$268K Hold
4,340
– – 0.03% 324
2024
Q4 		$298K Hold
4,340
– – 0.03% 306
2024
Q3 		$279K Sell
4,340
-500
-10% -$31.2K 0.03% 319
2024
Q2 		$304K Hold
4,840
– – 0.03% 289
2024
Q1 		$277K Sell
4,840
-50
-1% -$2.76K 0.03% 309
2023
Q4 		$254K Hold
4,890
– – 0.03% 312
2023
Q3 		$222K Hold
4,890
– – 0.03% 321
2023
Q2 		$230K Hold
4,890
– – 0.03% 315
2023
Q1 		$200K Sell
4,890
-2,390
-33% -$90.6K 0.03% 348
2022
Q4 		$251K Sell
7,280
-2,395
-25% -$85.8K 0.04% 307
2022
Q3 		$337K Hold
9,675
– – 0.05% 259
2022
Q2 		$352K Sell
9,675
-730
-7% -$29.4K 0.05% 264
2022
Q1 		$490K Hold
10,405
– – 0.06% 246
2021
Q4 		$543K Sell
10,405
-165
-2% -$8.36K 0.07% 234
2021
Q3 		$496K Buy
10,570
+180
+2% +$8.71K 0.07% 232
2021
Q2 		$481K Hold
10,390
– – 0.07% 235
2021
Q1 		$430K Hold
10,390
– – 0.07% 230
2020
Q4 		$423K Hold
10,390
– – 0.08% 203
2020
Q3 		$385K Buy
+10,390
New +$374K 0.08% 189

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's MGK Position: Q1 2026 in Review

Anchor Investment Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.92% in Q1 2026, selling an estimated $3.14K and leaving 4,300 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #315.

Anchor Investment Management first reported a position in MGK in Q3 2020 and has held it in 23 quarters since. The position peaked at $543K in Q4 2021. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Anchor Investment Management held 4,300 shares of Vanguard Mega Cap Growth ETF worth $316K as of Q1 2026.
  • Anchor Investment Management sold 40 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $3.14K.
  • Vanguard Mega Cap Growth ETF made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #315 holding.
  • Anchor Investment Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Anchor Investment Management's Vanguard Mega Cap Growth ETF position peaked at $543K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.