Garden State Investment Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Garden State Investment Advisory Services’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	$2.04M	Sell	27,660 -1,485	-5%	-$117K	0.45%	59
2025 Q4	$2.41M	Buy	29,145 +1,355	+5%	+$111K	0.53%	50
2025 Q3	$2.24M	Sell	27,790 -90	-0.3%	-$6.91K	0.5%	52
2025 Q2	$2.04M	Sell	27,880 -200	-0.7%	-$13.2K	0.52%	50
2025 Q1	$1.74M	Sell	28,080 -190	-0.7%	-$12.8K	0.56%	53
2024 Q4	$1.94M	Buy	28,270 +235	+0.8%	+$15.8K	0.58%	46
2024 Q3	$1.81M	Sell	28,035 -820	-3%	-$51.1K	0.58%	42
2024 Q2	$1.81M	Sell	28,855 -2,160	-7%	-$126K	0.63%	38
2024 Q1	$1.78M	Sell	31,015 -35	-0.1%	-$1.93K	0.65%	35
2023 Q4	$1.61M	Buy	31,050 +3,600	+13%	+$175K	0.64%	36
2023 Q3	$1.25M	Buy	27,450 +630	+2%	+$29.7K	0.57%	36
2023 Q2	$1.26M	Sell	26,820 -105	-0.4%	-$4.53K	0.5%	39
2023 Q1	$1.1M	Sell	26,925 -350	-1%	-$13.3K	0.47%	41
2022 Q4	$939K	Buy	+27,275	New	+$977K	0.56%	39

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

Garden State Investment Advisory Services's MGK Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 5.1% in Q1 2026, selling an estimated $117K and leaving 27,660 shares worth $2.04M. The position accounts for 0.45% of the portfolio, ranked #59.

Garden State Investment Advisory Services first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.41M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Garden State Investment Advisory Services held 27,660 shares of Vanguard Mega Cap Growth ETF worth $2.04M as of Q1 2026.
Garden State Investment Advisory Services sold 1,485 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $117K.
Vanguard Mega Cap Growth ETF made up 0.45% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #59 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Vanguard Mega Cap Growth ETF position peaked at $2.41M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.