Fee-Only Financial Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Fee-Only Financial Planning’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	$1.51M	Sell	20,500 -500	-2%	-$39.3K	0.91%	14
2025 Q4	$1.73M	Hold	21,000	–	–	1.01%	14
2025 Q3	$1.69M	Hold	21,000	–	–	0.99%	14
2025 Q2	$1.54M	Hold	21,000	–	–	0.95%	14
2025 Q1	$1.3M	Hold	21,000	–	–	0.89%	14
2024 Q4	$1.44M	Hold	21,000	–	–	0.93%	14
2024 Q3	$1.35M	Hold	21,000	–	–	0.87%	14
2024 Q2	$1.32M	Hold	21,000	–	–	0.89%	14
2024 Q1	$1.2M	Hold	21,000	–	–	0.81%	14
2023 Q4	$1.09M	Hold	21,000	–	–	0.79%	14
2023 Q3	$953K	Hold	21,000	–	–	0.77%	15
2023 Q2	$988K	Hold	21,000	–	–	0.75%	15
2023 Q1	$859K	Hold	21,000	–	–	0.7%	18
2022 Q4	$723K	Buy	+21,000	New	+$752K	0.61%	20

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

Fee-Only Financial Planning's MGK Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 2.4% in Q1 2026, selling an estimated $39.3K and leaving 20,500 shares worth $1.51M. The position accounts for 0.91% of the portfolio, ranked #14.

Fee-Only Financial Planning first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.73M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Fee-Only Financial Planning held 20,500 shares of Vanguard Mega Cap Growth ETF worth $1.51M as of Q1 2026.
Fee-Only Financial Planning sold 500 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $39.3K.
Vanguard Mega Cap Growth ETF made up 0.91% of Fee-Only Financial Planning's portfolio in Q1 2026, its #14 holding.
Fee-Only Financial Planning first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Vanguard Mega Cap Growth ETF position peaked at $1.73M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.