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Concord Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Concord Wealth Partners’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 		– Sell
-2,655
Closed -$219K – 563
2025
Q4 		$219K Sell
2,655
-45
-2% -$3.7K 0.03% 187
2025
Q3 		$217K Hold
2,700
– – 0.03% 184
2025
Q2 		$198K Hold
2,700
– – 0.03% 200
2025
Q1 		$167K Buy
2,700
+5
+0.2% +$337 0.03% 201
2024
Q4 		$185K Buy
2,695
+5
+0.2% +$337 0.03% 203
2024
Q3 		$173K Buy
2,690
+5
+0.2% +$312 0.03% 213
2024
Q2 		$169K Hold
2,685
– – 0.03% 209
2024
Q1 		$154K Sell
2,685
-280
-9% -$15.4K 0.03% 229
2023
Q4 		$154K Sell
2,965
-55
-2% -$2.67K 0.03% 234
2023
Q3 		$137K Sell
3,020
-695
-19% -$32.8K 0.03% 240
2023
Q2 		$175K Hold
3,715
– – 0.04% 205
2023
Q1 		$152K Sell
3,715
-580
-14% -$22K 0.04% 200
2022
Q4 		$148K Buy
+4,295
New +$154K 0.04% 197
2022
Q3 		– Sell
-3,705
Closed -$135K – 729
2022
Q2 		$135K Buy
3,705
+5
+0.1% +$201 0.04% 218
2022
Q1 		$174K Buy
3,700
+5
+0.1% +$232 0.05% 199
2021
Q4 		$193K Buy
+3,695
New +$187K 0.05% 193

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

Concord Wealth Partners's MGK Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,655 shares — an estimated $219K sold.

Concord Wealth Partners first reported a position in MGK in Q4 2021 and held it in 16 quarters. The position peaked at $219K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Concord Wealth Partners reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2,655 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $219K.
  • Concord Wealth Partners first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and held it in 16 quarters.
  • Concord Wealth Partners's Vanguard Mega Cap Growth ETF position peaked at $219K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.