Avant Capital’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Avant Capital’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	$2.2M	Sell	29,905 -195	-0.6%	-$15.3K	1.55%	22
2025 Q4	$2.48M	Sell	30,100 -395	-1%	-$32.4K	1.71%	21
2025 Q3	$2.45M	Buy	30,495 +235	+0.8%	+$18K	1.73%	21
2025 Q2	$2.22M	Buy	30,260 +5	+0%	+$330	1.72%	22
2025 Q1	$1.87M	Sell	30,255 -185	-0.6%	-$12.5K	1.55%	21
2024 Q4	$2.09M	Buy	+30,440	New	+$2.05M	1.73%	22
2023 Q3	$1.44M	Sell	31,755 -775	-2%	-$36.6K	1.65%	21
2023 Q2	$1.53M	Sell	32,530 -885	-3%	-$38.1K	1.69%	20
2023 Q1	$1.37M	Sell	33,415 -1,795	-5%	-$68K	1.58%	21
2022 Q4	$1.21M	Sell	35,210 -680	-2%	-$24.4K	1.49%	21
2022 Q3	$1.25M	Buy	35,890 +650	+2%	+$25.6K	1.69%	20
2022 Q2	$1.28M	Sell	35,240 -915	-3%	-$36.8K	1.66%	20
2022 Q1	$1.7M	Buy	36,155 +1,280	+4%	+$59.3K	1.9%	19
2021 Q4	$1.82M	Buy	+34,875	New	+$1.77M	2%	20

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

Avant Capital's MGK Position: Q1 2026 in Review

Avant Capital reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.65% in Q1 2026, selling an estimated $15.3K and leaving 29,905 shares worth $2.2M. The position accounts for 1.55% of the portfolio, ranked #22.

Avant Capital first reported a position in MGK in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.48M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Avant Capital held 29,905 shares of Vanguard Mega Cap Growth ETF worth $2.2M as of Q1 2026.
Avant Capital sold 195 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $15.3K.
Vanguard Mega Cap Growth ETF made up 1.55% of Avant Capital's portfolio in Q1 2026, its #22 holding.
Avant Capital first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Vanguard Mega Cap Growth ETF position peaked at $2.48M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.