Estate Counselors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Estate Counselors’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	-4,125	Closed	-$341K	–	107
2025 Q4	$341K	Buy	+4,125	New	+$339K	0.03%	83
2025 Q2	–	Sell	-20,225	Closed	-$1.25M	–	110
2025 Q1	$1.25M	Sell	20,225 -1,050	-5%	-$70.8K	0.13%	63
2024 Q4	$1.46M	Buy	21,275 +15,875	+294%	+$1.07M	0.16%	68
2024 Q3	$348K	Sell	5,400 -15,025	-74%	-$937K	0.04%	95
2024 Q2	$1.28M	Sell	20,425 -2,350	-10%	-$137K	0.14%	76
2024 Q1	$1.31M	Sell	22,775 -362,235	-94%	-$20M	0.15%	79
2023 Q4	$20M	Buy	+385,010	New	+$18.7M	2.47%	14

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

Estate Counselors's MGK Position: Q1 2026 in Review

Estate Counselors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 4,125 shares — an estimated $341K sold.

Estate Counselors first reported a position in MGK in Q4 2023 and held it in 7 quarters. The position peaked at $20M in Q4 2023. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Estate Counselors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 4,125 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $341K.
Estate Counselors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 7 quarters.
Estate Counselors's Vanguard Mega Cap Growth ETF position peaked at $20M in Q4 2023.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.