Dunhill Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Dunhill Financial’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	$341K	Buy	4,645 +410	+10%	+$32.2K	0.08%	98
2025 Q4	$350K	Hold	4,235	–	–	0.09%	84
2025 Q3	$341K	Hold	4,235	–	–	0.09%	84
2025 Q2	$310K	Sell	4,235 -685	-14%	-$45.1K	0.09%	82
2025 Q1	$304K	Hold	4,920	–	–	0.14%	70
2024 Q4	$338K	Buy	4,920 +4,115	+511%	+$277K	0.16%	54
2024 Q3	$51.8K	Buy	805 +5	+0.6%	+$312	0.03%	170
2024 Q2	$50.4K	Sell	800 -240	-23%	-$14K	0.03%	148
2024 Q1	$59.7K	Hold	1,040	–	–	0.04%	100
2023 Q4	$54K	Buy	+1,040	New	+$50.5K	0.05%	93

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

Dunhill Financial's MGK Position: Q1 2026 in Review

Dunhill Financial increased its Vanguard Mega Cap Growth ETF (MGK) stake by 9.7% in Q1 2026, buying an estimated $32.2K and bringing the position to 4,645 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #98.

Dunhill Financial first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Dunhill Financial held 4,645 shares of Vanguard Mega Cap Growth ETF worth $341K as of Q1 2026.
Dunhill Financial bought 410 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $32.2K.
Vanguard Mega Cap Growth ETF made up 0.08% of Dunhill Financial's portfolio in Q1 2026, its #98 holding.
Dunhill Financial first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Vanguard Mega Cap Growth ETF position peaked at $350K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.