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

Capital Analysts 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	$130K	Hold	1,770	–	–	﹤0.01%	733
2025 Q4	$146K	Buy	1,770 +410	+30%	+$33.7K	﹤0.01%	683
2025 Q3	$109K	Hold	1,360	–	–	﹤0.01%	715
2025 Q2	$100K	Hold	1,360	–	–	﹤0.01%	671
2025 Q1	$84K	Hold	1,360	–	–	﹤0.01%	682
2024 Q4	$93K	Hold	1,360	–	–	﹤0.01%	626
2024 Q3	$88K	Hold	1,360	–	–	﹤0.01%	603
2024 Q2	$85K	Buy	+1,360	New	+$79.4K	﹤0.01%	607

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

Capital Analysts LLC's MGK Position: Q1 2026 in Review

Capital Analysts LLC held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 1,770 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Capital Analysts LLC first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. The position peaked at $146K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Capital Analysts LLC held 1,770 shares of Vanguard Mega Cap Growth ETF worth $130K as of Q1 2026.
Capital Analysts LLC left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mega Cap Growth ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #733 holding.
Capital Analysts LLC first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Capital Analysts LLC's Vanguard Mega Cap Growth ETF position peaked at $146K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.