Diversify Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Diversify Advisory Services’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	-16,670	Closed	-$1.36M	–	605
2025 Q4	$1.36M	Buy	16,670 +355	+2%	+$29.2K	0.04%	304
2025 Q3	$1.38M	Sell	16,315 -70	-0.4%	-$5.37K	0.05%	283
2025 Q2	$1.27M	Buy	16,385 +2,480	+18%	+$163K	0.05%	278
2025 Q1	$878K	Buy	13,905 +590	+4%	+$39.8K	0.05%	242
2024 Q4	$906K	Sell	13,315 -605	-4%	-$40.7K	0.05%	242
2024 Q3	$918K	Sell	13,920 -1,835	-12%	-$114K	0.05%	268
2024 Q2	$1.03M	Sell	15,755 -2,125	-12%	-$124K	0.06%	237
2024 Q1	$1.02M	Buy	+17,880	New	+$987K	0.06%	246

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

Diversify Advisory Services's MGK Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 16,670 shares — an estimated $1.36M sold.

Diversify Advisory Services first reported a position in MGK in Q1 2024 and held it in 8 quarters. The position peaked at $1.38M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Diversify Advisory Services reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 16,670 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.36M.
Diversify Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Vanguard Mega Cap Growth ETF position peaked at $1.38M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.