Arete Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Arete Wealth Advisors’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	-6,595	Closed	-$544K	–	569
2025 Q4	$544K	Sell	6,595 -25	-0.4%	-$2.05K	0.03%	418
2025 Q3	$551K	Buy	+6,620	New	+$508K	0.03%	410
2024 Q3	–	Sell	-354,315	Closed	-$1.92M	–	776
2024 Q2	$1.92M	Buy	+354,315	New	+$20.7M	0.16%	131

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

Arete Wealth Advisors's MGK Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 6,595 shares — an estimated $544K sold.

Arete Wealth Advisors first reported a position in MGK in Q2 2024 and held it in 3 quarters. The position peaked at $1.92M in Q2 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Arete Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 6,595 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $544K.
Arete Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and held it in 3 quarters.
Arete Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.92M in Q2 2024.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.