HWM
MGK icon

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

Hohimer 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 		$236K Hold
3,215
– – 0.03% 274
2025
Q4 		$265K Buy
3,215
+210
+7% +$17.3K 0.04% 234
2025
Q3 		$242K Buy
+3,005
New +$231K 0.03% 242

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

Hohimer Wealth Management's MGK Position: Q1 2026 in Review

Hohimer Wealth Management held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 3,215 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #274.

Hohimer Wealth Management first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Hohimer Wealth Management held 3,215 shares of Vanguard Mega Cap Growth ETF worth $236K as of Q1 2026.
  • Hohimer Wealth Management left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Growth ETF made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Hohimer Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $265K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.