High Net Worth Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

High Net Worth Advisory Group’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	$3.28M	Sell	44,670 -2,410	-5%	-$189K	0.77%	33
2025 Q4	$3.89M	Buy	47,080 +13,405	+40%	+$1.1M	0.9%	28
2025 Q3	$2.71M	Buy	33,675 +10,765	+47%	+$826K	0.65%	42
2025 Q2	$1.68M	Buy	22,910 +1,220	+6%	+$80.4K	0.44%	52
2025 Q1	$1.34M	Buy	21,690 +1,975	+10%	+$133K	0.38%	64
2024 Q4	$1.35M	Buy	19,715 +3,395	+21%	+$229K	0.38%	63
2024 Q3	$1.05M	Hold	16,320	–	–	0.29%	77
2024 Q2	$1.03M	Hold	16,320	–	–	0.31%	72
2024 Q1	$935K	Buy	16,320 +1,320	+9%	+$72.8K	0.29%	79
2023 Q4	$779K	Hold	15,000	–	–	0.29%	80
2023 Q3	$681K	Hold	15,000	–	–	0.27%	87
2023 Q2	$706K	Hold	15,000	–	–	0.27%	88
2023 Q1	$614K	Hold	15,000	–	–	0.25%	96
2022 Q4	$516K	Buy	+15,000	New	+$537K	0.2%	103

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

High Net Worth Advisory Group's MGK Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 5.1% in Q1 2026, selling an estimated $189K and leaving 44,670 shares worth $3.28M. The position accounts for 0.77% of the portfolio, ranked #33.

High Net Worth Advisory Group first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.89M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

High Net Worth Advisory Group held 44,670 shares of Vanguard Mega Cap Growth ETF worth $3.28M as of Q1 2026.
High Net Worth Advisory Group sold 2,410 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $189K.
Vanguard Mega Cap Growth ETF made up 0.77% of High Net Worth Advisory Group's portfolio in Q1 2026, its #33 holding.
High Net Worth Advisory Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
High Net Worth Advisory Group's Vanguard Mega Cap Growth ETF position peaked at $3.89M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.