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

Arkadios 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	$955K	Buy	12,995 +10,425	+406%	+$819K	0.02%	813
2025 Q4	$212K	Buy	+2,570	New	+$211K	﹤0.01%	1425
2021 Q3	–	Sell	-6,505	Closed	-$301K	–	1975
2021 Q2	$301K	Buy	6,505 +4,255	+189%	+$187K	0.04%	449
2021 Q1	$93K	Buy	2,250 +1,500	+200%	+$61.8K	0.02%	547
2020 Q4	$30K	Buy	+750	New	+$29K	0.01%	657

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

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

Arkadios Wealth Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 406% in Q1 2026, buying an estimated $819K and bringing the position to 12,995 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #813.

Arkadios Wealth Advisors first reported a position in MGK in Q4 2020 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Arkadios Wealth Advisors held 12,995 shares of Vanguard Mega Cap Growth ETF worth $955K as of Q1 2026.
Arkadios Wealth Advisors bought 10,425 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $819K.
Vanguard Mega Cap Growth ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #813 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 5 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

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