Forvis Mazars Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Forvis Mazars Wealth 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	$330K	Sell	4,495 -920	-17%	-$72.3K	0.01%	339
2025 Q4	$447K	Buy	5,415 +155	+3%	+$12.7K	0.01%	304
2025 Q3	$423K	Sell	5,260 -3,055	-37%	-$234K	0.01%	310
2025 Q2	$609K	Buy	8,315 +3,055	+58%	+$201K	0.01%	252
2025 Q1	$325K	Hold	5,260	–	–	0.01%	338
2024 Q4	$361K	Sell	5,260 -145	-3%	-$9.76K	0.01%	352
2024 Q3	$348K	Hold	5,405	–	–	0.01%	361
2024 Q2	$340K	Sell	5,405 -525	-9%	-$30.6K	0.01%	338
2024 Q1	$340K	Sell	5,930 -550	-8%	-$30.3K	0.01%	333
2023 Q4	$336K	Hold	6,480	–	–	0.01%	324
2023 Q3	$294K	Hold	6,480	–	–	0.01%	335
2023 Q2	$305K	Sell	6,480 -350	-5%	-$15.1K	0.01%	359
2023 Q1	$279K	Sell	6,830 -670	-9%	-$25.4K	0.01%	347
2022 Q4	$258K	Hold	7,500	–	–	0.01%	349
2022 Q3	$261K	Hold	7,500	–	–	0.01%	338
2022 Q2	$272K	Buy	7,500 +1,365	+22%	+$54.9K	0.01%	335
2022 Q1	$289K	Buy	6,135 +195	+3%	+$9.03K	0.01%	248
2021 Q4	$310K	Buy	+5,940	New	+$301K	0.01%	226

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

Forvis Mazars Wealth Advisors's MGK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 17% in Q1 2026, selling an estimated $72.3K and leaving 4,495 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #339.

Forvis Mazars Wealth Advisors first reported a position in MGK in Q4 2021 and has held it in 18 quarters since. The position peaked at $609K in Q2 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Forvis Mazars Wealth Advisors held 4,495 shares of Vanguard Mega Cap Growth ETF worth $330K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 920 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $72.3K.
Vanguard Mega Cap Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #339 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $609K in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.