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

IHT 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 		$2.47M Sell
33,620
-35,930
-52% -$2.82M 0.06% 319
2025
Q4 		$5.74M Buy
69,550
+32,635
+88% +$2.68M 0.14% 150
2025
Q3 		$2.97M Sell
36,915
-3,155
-8% -$242K 0.08% 253
2025
Q2 		$2.93M Buy
40,070
+4,940
+14% +$326K 0.08% 240
2025
Q1 		$2.17M Buy
35,130
+1,545
+5% +$104K 0.07% 274
2024
Q4 		$2.31M Sell
33,585
-12,605
-27% -$848K 0.07% 242
2024
Q3 		$2.96M Buy
46,190
+13,535
+41% +$844K 0.08% 242
2024
Q2 		$2.05M Buy
32,655
+970
+3% +$56.6K 0.08% 250
2024
Q1 		$1.82M Buy
31,685
+1,465
+5% +$80.8K 0.07% 273
2023
Q4 		$1.57M Buy
30,220
+3,550
+13% +$172K 0.07% 273
2023
Q3 		$1.21M Buy
26,670
+1,145
+4% +$54K 0.06% 308
2023
Q2 		$1.2M Buy
25,525
+8,775
+52% +$378K 0.06% 296
2023
Q1 		$685K Buy
16,750
+8,080
+93% +$306K 0.04% 412
2022
Q4 		$298K Sell
8,670
-1,295
-13% -$46.4K 0.02% 660
2022
Q3 		$347K Buy
9,965
+3,615
+57% +$142K 0.03% 570
2022
Q2 		$231K Buy
6,350
+20
+0.3% +$805 0.02% 617
2022
Q1 		$298K Sell
6,330
-350
-5% -$16.2K 0.02% 573
2021
Q4 		$348K Buy
6,680
+345
+5% +$17.5K 0.03% 553
2021
Q3 		$297K Sell
6,335
-35
-0.5% -$1.69K 0.02% 594
2021
Q2 		$295K Hold
6,370
– – 0.02% 722
2021
Q1 		$264K Hold
6,370
– – 0.02% 676
2020
Q4 		$259K Buy
6,370
+5
+0.1% +$194 0.02% 605
2020
Q3 		$236K Buy
+6,365
New +$229K 0.02% 562
2018
Q4 		– Sell
-15,030
Closed -$385K – 500
2018
Q3 		$385K Hold
15,030
– – 0.08% 273
2018
Q2 		$358K Buy
15,030
+12,600
+519% +$294K 0.09% 267
2018
Q1 		$53K Hold
2,430
– – 0.01% 655
2017
Q4 		$56K Hold
2,430
– – 0.01% 666
2017
Q3 		$51K Hold
2,430
– – 0.02% 518
2017
Q2 		$83 Buy
+2,430
New +$48.1K 0.04% 379

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

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

IHT Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 52% in Q1 2026, selling an estimated $2.82M and leaving 33,620 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #319.

IHT Wealth Management first reported a position in MGK in Q2 2017 and has held it in 29 quarters since. The position peaked at $5.74M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • IHT Wealth Management held 33,620 shares of Vanguard Mega Cap Growth ETF worth $2.47M as of Q1 2026.
  • IHT Wealth Management sold 35,930 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $2.82M.
  • Vanguard Mega Cap Growth ETF made up 0.06% of IHT Wealth Management's portfolio in Q1 2026, its #319 holding.
  • IHT Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2017 and has held it in 29 quarters since.
  • IHT Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $5.74M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.