Insigneo Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Insigneo Advisory Services’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	$4.14M	Sell	56,360 -2,455	-4%	-$193K	0.29%	56
2025 Q4	$4.86M	Sell	58,815 -170	-0.3%	-$14K	0.35%	43
2025 Q3	$4.75M	Buy	58,985 +1,275	+2%	+$97.9K	0.33%	42
2025 Q2	$4.23M	Buy	57,710 +5,000	+9%	+$330K	0.36%	44
2025 Q1	$3.26M	Buy	52,710 +27,640	+110%	+$1.86M	0.34%	51
2024 Q4	$1.72M	Sell	25,070 -13,935	-36%	-$938K	0.18%	106
2024 Q3	$2.51M	Buy	39,005 +12,540	+47%	+$782K	0.25%	78
2024 Q2	$1.51M	Buy	+26,465	New	+$1.54M	0.17%	126

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

Insigneo Advisory Services's MGK Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 4.2% in Q1 2026, selling an estimated $193K and leaving 56,360 shares worth $4.14M. The position accounts for 0.29% of the portfolio, ranked #56.

Insigneo Advisory Services first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Insigneo Advisory Services held 56,360 shares of Vanguard Mega Cap Growth ETF worth $4.14M as of Q1 2026.
Insigneo Advisory Services sold 2,455 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $193K.
Vanguard Mega Cap Growth ETF made up 0.29% of Insigneo Advisory Services's portfolio in Q1 2026, its #56 holding.
Insigneo Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Vanguard Mega Cap Growth ETF position peaked at $4.86M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.