Crescent Grove Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Crescent Grove Advisors’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	$1.61M	Buy	21,970 +295	+1%	+$23.2K	0.16%	106
2025 Q4	$1.79M	Hold	21,675	–	–	0.17%	92
2025 Q3	$1.75M	Hold	21,675	–	–	0.17%	88
2025 Q2	$1.59M	Hold	21,675	–	–	0.15%	90
2025 Q1	$1.34M	Hold	21,675	–	–	0.14%	96
2024 Q4	$1.49M	Hold	21,675	–	–	0.15%	94
2024 Q3	$1.4M	Hold	21,675	–	–	0.14%	102
2024 Q2	$1.36M	Hold	21,675	–	–	0.15%	92
2024 Q1	$1.24M	Hold	21,675	–	–	0.13%	108
2023 Q4	$1.12M	Hold	21,675	–	–	0.13%	105
2023 Q3	$984K	Hold	21,675	–	–	0.12%	116
2023 Q2	$1.02M	Hold	21,675	–	–	0.11%	113
2023 Q1	$887K	Sell	21,675 -1,205	-5%	-$45.7K	0.1%	117
2022 Q4	$787K	Hold	22,880	–	–	0.08%	137
2022 Q3	$799K	Hold	22,880	–	–	0.09%	117
2022 Q2	$831K	Buy	22,880 +10,865	+90%	+$437K	0.09%	117
2022 Q1	$566K	Hold	12,015	–	–	0.06%	163
2021 Q4	$627K	Buy	+12,015	New	+$609K	0.06%	155

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

Crescent Grove Advisors's MGK Position: Q1 2026 in Review

Crescent Grove Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 1.4% in Q1 2026, buying an estimated $23.2K and bringing the position to 21,970 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #106.

Crescent Grove Advisors first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.79M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Crescent Grove Advisors held 21,970 shares of Vanguard Mega Cap Growth ETF worth $1.61M as of Q1 2026.
Crescent Grove Advisors bought 295 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $23.2K.
Vanguard Mega Cap Growth ETF made up 0.16% of Crescent Grove Advisors's portfolio in Q1 2026, its #106 holding.
Crescent Grove Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Crescent Grove Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.79M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.