Gilliland Jeter Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Gilliland Jeter Wealth Management’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	$1.87M	Buy	25,490 +25	+0.1%	+$1.96K	0.55%	50
2025 Q4	$2.1M	Buy	25,465 +45	+0.2%	+$3.7K	0.64%	40
2025 Q3	$2.05M	Buy	25,420 +25	+0.1%	+$1.92K	0.63%	39
2025 Q2	$1.86M	Hold	25,395	–	–	0.61%	42
2025 Q1	$1.57M	Buy	25,395 +30	+0.1%	+$2.02K	0.55%	47
2024 Q4	$1.74M	Buy	25,365 +35	+0.1%	+$2.36K	0.59%	43
2024 Q3	$1.63M	Buy	25,330 +50	+0.2%	+$3.12K	0.53%	46
2024 Q2	$1.59M	Hold	25,280	–	–	0.54%	47
2024 Q1	$1.45M	Buy	25,280 +30	+0.1%	+$1.66K	0.5%	52
2023 Q4	$1.31M	Buy	+25,250	New	+$1.23M	0.54%	51

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

Gilliland Jeter Wealth Management's MGK Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.1% in Q1 2026, buying an estimated $1.96K and bringing the position to 25,490 shares worth $1.87M. The position accounts for 0.55% of the portfolio, ranked #50.

Gilliland Jeter Wealth Management first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Gilliland Jeter Wealth Management held 25,490 shares of Vanguard Mega Cap Growth ETF worth $1.87M as of Q1 2026.
Gilliland Jeter Wealth Management bought 25 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.96K.
Vanguard Mega Cap Growth ETF made up 0.55% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #50 holding.
Gilliland Jeter Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $2.1M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.