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Brio Consultants’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Brio Consultants’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 		$340K Buy
+19,930
New +$1.57M 0.04% 111
2025
Q4 		– Sell
-2,690
Closed -$217K – 151
2025
Q3 		$217K Buy
+2,690
New +$206K 0.03% 128

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brio Consultants's MGK Position: Q1 2026 in Review

Brio Consultants opened a new position in Vanguard Mega Cap Growth ETF (MGK) in Q1 2026: 19,930 shares worth $340K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Brio Consultants previously reported a position in MGK as recently as Q3 2025.

Brio Consultants first reported a position in MGK in Q3 2025 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Brio Consultants held 19,930 shares of Vanguard Mega Cap Growth ETF worth $340K as of Q1 2026.
  • Vanguard Mega Cap Growth ETF was a new Brio Consultants position in Q1 2026.
  • Vanguard Mega Cap Growth ETF made up 0.04% of Brio Consultants's portfolio in Q1 2026, its #111 holding.
  • Brio Consultants first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.