Bogart Wealth LLC’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Bogart Wealth LLC’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	$75.3K	Hold	1,025	–	–	﹤0.01%	402
2025 Q4	$84.6K	Hold	1,025	–	–	﹤0.01%	357
2025 Q3	$82.5K	Sell	1,025 -10	-1%	-$767	﹤0.01%	353
2025 Q2	$75.8K	Hold	1,035	–	–	﹤0.01%	363
2025 Q1	$63.9K	Buy	1,035 +10	+1%	+$675	﹤0.01%	377
2024 Q4	$70.4K	Hold	1,025	–	–	﹤0.01%	353
2024 Q3	$66K	Hold	1,025	–	–	﹤0.01%	364
2024 Q2	$64.4K	Sell	1,025 -300	-23%	-$17.5K	﹤0.01%	357
2024 Q1	$76K	Hold	1,325	–	–	﹤0.01%	314
2023 Q4	$68.8K	Sell	1,325 -225	-15%	-$10.9K	﹤0.01%	322
2023 Q3	$70.3K	Sell	1,550 -2,040	-57%	-$96.2K	﹤0.01%	289
2023 Q2	$169K	Sell	3,590 -865	-19%	-$37.3K	0.01%	201
2023 Q1	$182K	Sell	4,455 -2,045	-31%	-$77.5K	0.01%	184
2022 Q4	$224K	Buy	6,500 +4,555	+234%	+$163K	0.02%	175
2022 Q3	$68K	Sell	1,945 -362,640	-99%	-$14.3M	0.01%	261
2022 Q2	$13.2M	Buy	+364,585	New	+$14.7M	1.16%	18

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

Bogart Wealth LLC's MGK Position: Q1 2026 in Review

Bogart Wealth LLC held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 1,025 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Bogart Wealth LLC first reported a position in MGK in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q2 2022. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Bogart Wealth LLC held 1,025 shares of Vanguard Mega Cap Growth ETF worth $75.3K as of Q1 2026.
Bogart Wealth LLC left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Growth ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #402 holding.
Bogart Wealth LLC first reported a position in Vanguard Mega Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
Bogart Wealth LLC's Vanguard Mega Cap Growth ETF position peaked at $13.2M in Q2 2022.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.