Evergreen Capital Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Evergreen Capital Management’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	$224K	Buy	3,045 +105	+4%	+$8.25K	﹤0.01%	1321
2025 Q4	$243K	Hold	2,940	–	–	0.01%	1183
2025 Q3	$237K	Hold	2,940	–	–	0.01%	1134
2025 Q2	$216K	Buy	+2,940	New	+$194K	0.01%	995
2025 Q1	–	Sell	-2,940	Closed	-$202K	–	1145
2024 Q4	$202K	Sell	2,940 -1,665	-36%	-$112K	0.01%	995
2024 Q3	$297K	Hold	4,605	–	–	0.01%	720
2024 Q2	$290K	Hold	4,605	–	–	0.01%	676
2024 Q1	$264K	Buy	+4,605	New	+$254K	0.01%	686
2022 Q2	–	Sell	-6,665	Closed	-$314K	–	640
2022 Q1	$314K	Buy	6,665 +1,735	+35%	+$80.4K	0.01%	472
2021 Q4	$257K	Buy	4,930 +10	+0.2%	+$506	0.01%	515
2021 Q3	$231K	Hold	4,920	–	–	0.01%	505
2021 Q2	$228K	Buy	4,920 +10	+0.2%	+$440	0.01%	477
2021 Q1	$203K	Hold	4,910	–	–	0.01%	475
2020 Q4	$200K	Buy	+4,910	New	+$190K	0.01%	419

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

Evergreen Capital Management's MGK Position: Q1 2026 in Review

Evergreen Capital Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 3.6% in Q1 2026, buying an estimated $8.25K and bringing the position to 3,045 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Evergreen Capital Management first reported a position in MGK in Q4 2020 and has held it in 14 quarters since. The position peaked at $314K in Q1 2022. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Evergreen Capital Management held 3,045 shares of Vanguard Mega Cap Growth ETF worth $224K as of Q1 2026.
Evergreen Capital Management bought 105 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $8.25K.
Vanguard Mega Cap Growth ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1321 holding.
Evergreen Capital Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
Evergreen Capital Management's Vanguard Mega Cap Growth ETF position peaked at $314K in Q1 2022.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.