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

Financial Engines 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	$416K	Buy	28,335 +6,820	+32%	+$536K	﹤0.01%	419
2025 Q4	$1.78M	Sell	21,515 -4,545	-17%	-$373K	﹤0.01%	249
2025 Q3	$2.1M	Buy	26,060 +3,730	+17%	+$286K	﹤0.01%	232
2025 Q2	$1.64M	Buy	22,330 +10,110	+83%	+$666K	﹤0.01%	239
2025 Q1	$755K	Buy	+12,220	New	+$825K	﹤0.01%	288
2022 Q4	–	Sell	-9,495	Closed	-$331K	–	303
2022 Q3	$331K	Buy	9,495 +55	+0.6%	+$2.17K	﹤0.01%	232
2022 Q2	$343K	Buy	9,440 +810	+9%	+$32.6K	﹤0.01%	235
2022 Q1	$406K	Buy	+8,630	New	+$400K	﹤0.01%	217

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

Financial Engines Advisors's MGK Position: Q1 2026 in Review

Financial Engines Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 32% in Q1 2026, buying an estimated $536K and bringing the position to 28,335 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Financial Engines Advisors first reported a position in MGK in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.1M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Financial Engines Advisors held 28,335 shares of Vanguard Mega Cap Growth ETF worth $416K as of Q1 2026.
Financial Engines Advisors bought 6,820 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $536K.
Vanguard Mega Cap Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #419 holding.
Financial Engines Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
Financial Engines Advisors's Vanguard Mega Cap Growth ETF position peaked at $2.1M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.