HAP
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Harbor Asset Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Harbor Asset Planning’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 		$27.7K Hold
375
– – 0.02% 269
2025
Q4 		$31.1K Hold
375
– – 0.03% 251
2025
Q3 		$30.3K Hold
375
– – 0.03% 243
2025
Q2 		$27.5K Buy
+375
New +$24.7K 0.03% 243

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

Harbor Asset Planning's MGK Position: Q1 2026 in Review

Harbor Asset Planning held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 375 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #269.

Harbor Asset Planning first reported a position in MGK in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.1K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Harbor Asset Planning held 375 shares of Vanguard Mega Cap Growth ETF worth $27.7K as of Q1 2026.
  • Harbor Asset Planning left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Harbor Asset Planning's portfolio in Q1 2026, its #269 holding.
  • Harbor Asset Planning first reported a position in Vanguard Mega Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's Vanguard Mega Cap Growth ETF position peaked at $31.1K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.