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Encompass Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Encompass Wealth 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 		$3.89M Sell
52,875
-55
-0.1% -$4.32K 1.35% 16
2025
Q4 		$4.37M Buy
52,930
+400
+0.8% +$32.9K 1.49% 14
2025
Q3 		$4.23M Sell
52,530
-25
-0% -$1.92K 1.44% 15
2025
Q2 		$3.85M Sell
52,555
-365
-0.7% -$24.1K 1.41% 15
2025
Q1 		$3.27M Sell
52,920
-850
-2% -$57.4K 1.33% 16
2024
Q4 		$3.69M Sell
53,770
-135
-0.3% -$9.09K 1.49% 14
2024
Q3 		$3.47M Buy
53,905
+405
+0.8% +$25.3K 0.87% 23
2024
Q2 		$3.36M Buy
53,500
+325
+0.6% +$19K 0.89% 22
2024
Q1 		$3.05M Sell
53,175
-20
-0% -$1.1K 0.81% 23
2023
Q4 		$2.76M Buy
53,195
+625
+1% +$30.3K 0.83% 24
2023
Q3 		$2.39M Buy
52,570
+125
+0.2% +$5.9K 0.79% 25
2023
Q2 		$2.47M Buy
52,445
+10
+0% +$431 0.8% 25
2023
Q1 		$2.14M Sell
52,435
-2,285
-4% -$86.6K 0.73% 26
2022
Q4 		$1.88M Buy
54,720
+270
+0.5% +$9.67K 0.69% 29
2022
Q3 		$1.9M Sell
54,450
-11,400
-17% -$449K 0.72% 27
2022
Q2 		$2.39M Sell
65,850
-94,245
-59% -$3.79M 0.85% 24
2022
Q1 		$7.54M Buy
160,095
+35,755
+29% +$1.66M 1.9% 12
2021
Q4 		$6.49M Buy
124,340
+1,265
+1% +$64.1K 1.58% 14
2021
Q3 		$5.78M Buy
123,075
+620
+0.5% +$30K 1.51% 14
2021
Q2 		$5.67M Buy
122,455
+5,340
+5% +$235K 1.39% 14
2021
Q1 		$5.1M Buy
117,115
+92,510
+376% +$3.81M 1.3% 16
2020
Q4 		$1M Buy
+24,605
New +$953K 0.58% 40

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

Encompass Wealth Advisors's MGK Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.1% in Q1 2026, selling an estimated $4.32K and leaving 52,875 shares worth $3.89M. The position accounts for 1.35% of the portfolio, ranked #16.

Encompass Wealth Advisors first reported a position in MGK in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.54M in Q1 2022. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Encompass Wealth Advisors held 52,875 shares of Vanguard Mega Cap Growth ETF worth $3.89M as of Q1 2026.
  • Encompass Wealth Advisors sold 55 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $4.32K.
  • Vanguard Mega Cap Growth ETF made up 1.35% of Encompass Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $7.54M in Q1 2022.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.