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

Florida Financial 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	$1.35M	Sell	18,420 -2,695	-13%	-$212K	0.32%	88
2025 Q4	$1.74M	Sell	21,115 -3,300	-14%	-$271K	0.47%	51
2025 Q3	$1.96M	Buy	24,415 +1,880	+8%	+$144K	0.61%	36
2025 Q2	$1.65M	Buy	22,535 +5,285	+31%	+$348K	0.55%	37
2025 Q1	$1.06M	Buy	17,250 +2,325	+16%	+$157K	0.42%	51
2024 Q4	$1.03M	Buy	14,925 +2,435	+19%	+$164K	0.46%	46
2024 Q3	$804K	Buy	12,490 +2,060	+20%	+$128K	0.41%	51
2024 Q2	$655K	Buy	10,430 +2,990	+40%	+$174K	0.39%	54
2024 Q1	$427K	Buy	+7,440	New	+$411K	0.31%	57

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

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

Florida Financial Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 13% in Q1 2026, selling an estimated $212K and leaving 18,420 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #88.

Florida Financial Advisors first reported a position in MGK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Florida Financial Advisors held 18,420 shares of Vanguard Mega Cap Growth ETF worth $1.35M as of Q1 2026.
Florida Financial Advisors sold 2,695 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $212K.
Vanguard Mega Cap Growth ETF made up 0.32% of Florida Financial Advisors's portfolio in Q1 2026, its #88 holding.
Florida Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Florida Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.96M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.