AWM
MGK icon

Aprio Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Aprio Wealth 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 		$735K Buy
9,995
+5,410
+118% +$425K 0.04% 257
2025
Q4 		$378K Buy
4,585
+5
+0.1% +$411 0.02% 372
2025
Q3 		$369K Buy
4,580
+30
+0.7% +$2.3K 0.04% 280
2025
Q2 		$333K Sell
4,550
-70
-2% -$4.61K 0.04% 261
2025
Q1 		$285K Hold
4,620
– – 0.04% 278
2024
Q4 		$317K Sell
4,620
-105
-2% -$7.07K 0.05% 200
2024
Q3 		$304K Buy
4,725
+60
+1% +$3.74K 0.05% 193
2024
Q2 		$293K Hold
4,665
– – 0.05% 171
2024
Q1 		$267K Buy
+4,665
New +$257K 0.05% 177

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

Aprio Wealth Management's MGK Position: Q1 2026 in Review

Aprio Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 118% in Q1 2026, buying an estimated $425K and bringing the position to 9,995 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #257.

Aprio Wealth Management first reported a position in MGK in Q1 2024 and has held it in 9 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Aprio Wealth Management held 9,995 shares of Vanguard Mega Cap Growth ETF worth $735K as of Q1 2026.
  • Aprio Wealth Management bought 5,410 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $425K.
  • Vanguard Mega Cap Growth ETF made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Aprio Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.