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

Berkshire 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	$578K	Hold	7,860	–	–	0.02%	163
2025 Q4	$649K	Hold	7,860	–	–	0.03%	149
2025 Q3	$633K	Hold	7,860	–	–	0.03%	174
2025 Q2	$576K	Sell	7,860 -730	-8%	-$48.1K	0.03%	175
2025 Q1	$556K	Sell	8,590 -255	-3%	-$17.2K	0.03%	176
2024 Q4	$626K	Hold	8,845	–	–	0.03%	172
2024 Q3	$556K	Hold	8,845	–	–	0.03%	172
2024 Q2	$556K	Sell	8,845 -995	-10%	-$58.1K	0.03%	173
2024 Q1	$564K	Sell	9,840 -75	-0.8%	-$4.14K	0.03%	149
2023 Q4	$515K	Hold	9,915	–	–	0.03%	152
2023 Q3	$450K	Sell	9,915 -2,105	-18%	-$99.3K	0.03%	156
2023 Q2	$566K	Buy	12,020 +380	+3%	+$16.4K	0.03%	140
2023 Q1	$476K	Sell	11,640 -380	-3%	-$14.4K	0.03%	144
2022 Q4	$414K	Hold	12,020	–	–	0.03%	119
2022 Q3	$419K	Hold	12,020	–	–	0.03%	145
2022 Q2	$437K	Buy	+12,020	New	+$484K	0.03%	150

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

Berkshire Asset Management's MGK Position: Q1 2026 in Review

Berkshire Asset Management held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 7,860 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #163.

Berkshire Asset Management first reported a position in MGK in Q2 2022 and has held it in 16 quarters since. The position peaked at $649K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Berkshire Asset Management held 7,860 shares of Vanguard Mega Cap Growth ETF worth $578K as of Q1 2026.
Berkshire Asset Management left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Growth ETF made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #163 holding.
Berkshire Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Berkshire Asset Management's Vanguard Mega Cap Growth ETF position peaked at $649K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

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