Baker Avenue Asset Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Baker Avenue Asset 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	$553K	Buy	7,525 +945	+14%	+$74.2K	0.01%	397
2025 Q4	$543K	Buy	6,580 +460	+8%	+$37.8K	0.01%	353
2025 Q3	$493K	Hold	6,120	–	–	0.01%	352
2025 Q2	$448K	Sell	6,120 -175	-3%	-$11.5K	0.01%	319
2025 Q1	$389K	Buy	6,295 +175	+3%	+$11.8K	0.01%	326
2024 Q4	$420K	Sell	6,120 -5	-0.1%	-$337	0.01%	315
2024 Q3	$394K	Buy	+6,125	New	+$382K	0.01%	312

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

Baker Avenue Asset Management's MGK Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 14% in Q1 2026, buying an estimated $74.2K and bringing the position to 7,525 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #397.

Baker Avenue Asset Management first reported a position in MGK in Q3 2024 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Baker Avenue Asset Management held 7,525 shares of Vanguard Mega Cap Growth ETF worth $553K as of Q1 2026.
Baker Avenue Asset Management bought 945 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $74.2K.
Vanguard Mega Cap Growth ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #397 holding.
Baker Avenue Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.