FFWA
MGK icon

FRG Family Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

FRG Family 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 		$1.98M Sell
26,880
-825
-3% -$64.8K 0.32% 55
2025
Q4 		$2.29M Buy
27,705
+2,750
+11% +$226K 0.36% 54
2025
Q3 		$2.01M Buy
24,955
+5,940
+31% +$456K 0.32% 55
2025
Q2 		$1.39M Hold
19,015
– – 0.24% 65
2025
Q1 		$1.17M Sell
19,015
-550
-3% -$37.1K 0.23% 71
2024
Q4 		$1.34M Hold
19,565
– – 0.24% 63
2024
Q3 		$1.26M Sell
19,565
-25,125
-56% -$1.57M 0.23% 69
2024
Q2 		$2.58M Buy
44,690
+460
+1% +$26.8K 0.5% 43
2024
Q1 		$2.42M Buy
44,230
+3,930
+10% +$217K 0.47% 42
2023
Q4 		$2.09M Buy
40,300
+5,500
+16% +$267K 0.42% 43
2023
Q3 		$1.58M Buy
34,800
+3,425
+11% +$162K 0.36% 53
2023
Q2 		$1.48M Buy
31,375
+1,500
+5% +$64.6K 0.32% 57
2023
Q1 		$1.22M Hold
29,875
– – 0.28% 64
2022
Q4 		$1.03M Sell
29,875
-4,425
-13% -$158K 0.25% 76
2022
Q3 		$1.2M Sell
34,300
-3,175
-8% -$125K 0.3% 60
2022
Q2 		$1.36M Sell
37,475
-9,200
-20% -$370K 0.31% 57
2022
Q1 		$2.2M Sell
46,675
-6,725
-13% -$312K 0.43% 44
2021
Q4 		$2.79M Sell
53,400
-2,300
-4% -$116K 0.52% 42
2021
Q3 		$2.62M Hold
55,700
– – 0.51% 43
2021
Q2 		$2.58M Hold
55,700
– – 0.49% 44
2021
Q1 		$2.31M Buy
55,700
+5,750
+12% +$237K 0.47% 47
2020
Q4 		$2.04M Buy
49,950
+5,200
+12% +$201K 0.44% 48
2020
Q3 		$1.66M Buy
+44,750
New +$1.61M 0.4% 50

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FRG Family Wealth Advisors's MGK Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3% in Q1 2026, selling an estimated $64.8K and leaving 26,880 shares worth $1.98M. The position accounts for 0.32% of the portfolio, ranked #55.

FRG Family Wealth Advisors first reported a position in MGK in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.79M in Q4 2021. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • FRG Family Wealth Advisors held 26,880 shares of Vanguard Mega Cap Growth ETF worth $1.98M as of Q1 2026.
  • FRG Family Wealth Advisors sold 825 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $64.8K.
  • Vanguard Mega Cap Growth ETF made up 0.32% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • FRG Family Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $2.79M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.