Certuity’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Certuity’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	$913K	Buy	12,420 +5	+0%	+$393	0.06%	176
2025 Q4	$1.03M	Buy	12,415 +20	+0.2%	+$1.64K	0.06%	164
2025 Q3	$998K	Sell	12,395 -6,560	-35%	-$503K	0.07%	160
2025 Q2	$1.39M	Buy	18,955 +25	+0.1%	+$1.65K	0.13%	105
2025 Q1	$1.17M	Hold	18,930	–	–	0.12%	111
2024 Q4	$1.3M	Buy	18,930 +45	+0.2%	+$3.03K	0.14%	99
2024 Q3	$1.22M	Sell	18,885 -12,985	-41%	-$810K	0.13%	119
2024 Q2	$2M	Buy	31,870 +1,505	+5%	+$87.8K	0.16%	78
2024 Q1	$1.74M	Sell	30,365 -140	-0.5%	-$7.72K	0.15%	78
2023 Q4	$1.58M	Buy	30,505 +14,250	+88%	+$691K	0.16%	80
2023 Q3	$738K	Hold	16,255	–	–	0.09%	104
2023 Q2	$765K	Sell	16,255 -710	-4%	-$30.6K	0.09%	102
2023 Q1	$694K	Buy	16,965 +6,210	+58%	+$235K	0.1%	89
2022 Q4	$370K	Hold	10,755	–	–	0.06%	132
2022 Q3	$375K	Hold	10,755	–	–	0.09%	111
2022 Q2	$391K	Hold	10,755	–	–	0.1%	115
2022 Q1	$506K	Sell	10,755 -415	-4%	-$19.2K	0.11%	133
2021 Q4	$583K	Buy	+11,170	New	+$566K	0.13%	115

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

Certuity's MGK Position: Q1 2026 in Review

Certuity increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.04% in Q1 2026, buying an estimated $393 and bringing the position to 12,420 shares worth $913K. The position accounts for 0.06% of the portfolio, ranked #176.

Certuity first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2M in Q2 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Certuity held 12,420 shares of Vanguard Mega Cap Growth ETF worth $913K as of Q1 2026.
Certuity bought 5 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $393.
Vanguard Mega Cap Growth ETF made up 0.06% of Certuity's portfolio in Q1 2026, its #176 holding.
Certuity first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Certuity's Vanguard Mega Cap Growth ETF position peaked at $2M in Q2 2024.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.