Icon Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Icon Wealth Advisors’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	$437K	Buy	26,135 +20,910	+400%	+$1.64M	0.03%	269
2025 Q4	$431K	Hold	5,225	–	–	0.03%	265
2025 Q3	$421K	Hold	5,225	–	–	0.03%	271
2025 Q2	$383K	Hold	5,225	–	–	0.03%	283
2025 Q1	$323K	Hold	5,225	–	–	0.03%	282
2024 Q4	$359K	Sell	5,225 -170	-3%	-$11.4K	0.03%	269
2024 Q3	$347K	Sell	5,395 -830	-13%	-$51.8K	0.03%	270
2024 Q2	$382K	Hold	6,225	–	–	0.03%	244
2024 Q1	$357K	Hold	6,225	–	–	0.03%	250
2023 Q4	$323K	Buy	+6,225	New	+$302K	0.03%	256
2022 Q4	–	Sell	-6,165	Closed	-$215K	–	384
2022 Q3	$215K	Buy	+6,165	New	+$243K	0.03%	287

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

Icon Wealth Advisors's MGK Position: Q1 2026 in Review

Icon Wealth Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 400% in Q1 2026, buying an estimated $1.64M and bringing the position to 26,135 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #269.

Icon Wealth Advisors first reported a position in MGK in Q3 2022 and has held it in 11 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Icon Wealth Advisors held 26,135 shares of Vanguard Mega Cap Growth ETF worth $437K as of Q1 2026.
Icon Wealth Advisors bought 20,910 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.64M.
Vanguard Mega Cap Growth ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #269 holding.
Icon Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2022 and has held it in 11 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.