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

Kaydan 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	$244K	Sell	3,315 -25	-0.7%	-$1.96K	0.08%	99
2025 Q4	$276K	Sell	3,340 -105	-3%	-$8.63K	0.08%	93
2025 Q3	$277K	Sell	3,445 -95	-3%	-$7.29K	0.08%	95
2025 Q2	$259K	Hold	3,540	–	–	0.08%	94
2025 Q1	$219K	Sell	3,540 -45	-1%	-$3.04K	0.07%	102
2024 Q4	$246K	Sell	3,585 -60	-2%	-$4.04K	0.08%	93
2024 Q3	$235K	Hold	3,645	–	–	0.07%	98
2024 Q2	$229K	Sell	3,645 -145	-4%	-$8.46K	0.08%	94
2024 Q1	$217K	Buy	+3,790	New	+$209K	0.07%	100
2022 Q2	–	Sell	-8,485	Closed	-$399K	–	101
2022 Q1	$399K	Sell	8,485 -1,245	-13%	-$57.7K	0.18%	68
2021 Q4	$507K	Buy	+9,730	New	+$493K	0.19%	56

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

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

Kaydan Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.75% in Q1 2026, selling an estimated $1.96K and leaving 3,315 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #99.

Kaydan Wealth Management first reported a position in MGK in Q4 2021 and has held it in 11 quarters since. The position peaked at $507K in Q4 2021. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Kaydan Wealth Management held 3,315 shares of Vanguard Mega Cap Growth ETF worth $244K as of Q1 2026.
Kaydan Wealth Management sold 25 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.96K.
Vanguard Mega Cap Growth ETF made up 0.08% of Kaydan Wealth Management's portfolio in Q1 2026, its #99 holding.
Kaydan Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 11 quarters since.
Kaydan Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $507K in Q4 2021.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.