Ken Fisher
MGK icon

Ken Fisher’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ken Fisher’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 		$3.04M Sell
41,330
-9,695
-19% -$762K ﹤0.01% 516
2025
Q4 		$4.21M Buy
51,025
+1,880
+4% +$154K ﹤0.01% 482
2025
Q3 		$3.96M Sell
49,145
-4,345
-8% -$333K ﹤0.01% 498
2025
Q2 		$3.92M Sell
53,490
-13,640
-20% -$899K ﹤0.01% 511
2025
Q1 		$4.15M Buy
67,130
+4,220
+7% +$285K ﹤0.01% 504
2024
Q4 		$4.32M Buy
62,910
+10,835
+21% +$729K ﹤0.01% 506
2024
Q3 		$3.35M Buy
52,075
+1,905
+4% +$119K ﹤0.01% 525
2024
Q2 		$3.15M Buy
50,170
+8,415
+20% +$491K ﹤0.01% 534
2024
Q1 		$2.39M Buy
41,755
+8,860
+27% +$489K ﹤0.01% 571
2023
Q4 		$1.71M Buy
32,895
+25,180
+326% +$1.22M ﹤0.01% 618
2023
Q3 		$350K Buy
7,715
+1,175
+18% +$55.4K ﹤0.01% 903
2023
Q2 		$308K Sell
6,540
-2,235
-25% -$96.3K ﹤0.01% 951
2023
Q1 		$359K Buy
+8,775
New +$333K ﹤0.01% 899
2022
Q4 		– Sell
-6,255
Closed -$218K – 1049
2022
Q3 		$218K Buy
+6,255
New +$246K ﹤0.01% 874
2022
Q2 		– Sell
-5,550
Closed -$261K – 963
2022
Q1 		$261K Buy
5,550
+70
+1% +$3.24K ﹤0.01% 839
2021
Q4 		$286K Buy
5,480
+570
+12% +$28.9K ﹤0.01% 860
2021
Q3 		$231K Sell
4,910
-660
-12% -$31.9K ﹤0.01% 846
2021
Q2 		$258K Sell
5,570
-1,860
-25% -$81.9K ﹤0.01% 838
2021
Q1 		$308K Buy
7,430
+2,465
+50% +$102K ﹤0.01% 782
2020
Q4 		$202K Sell
4,965
-6,100
-55% -$236K ﹤0.01% 874
2020
Q3 		$410K Buy
+11,065
New +$399K ﹤0.01% 694
2020
Q1 		– Sell
-8,085
Closed -$236K – 824
2019
Q4 		$236K Buy
+8,085
New +$223K ﹤0.01% 764

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Ken Fisher's MGK Position: Q1 2026 in Review

Ken Fisher reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 19% in Q1 2026, selling an estimated $762K and leaving 41,330 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Ken Fisher first reported a position in MGK in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.32M in Q4 2024. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Ken Fisher held 41,330 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.04M as of Q1 2026.
  • Ken Fisher sold 9,695 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $762K.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #516 holding.
  • Ken Fisher first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Ken Fisher's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.32M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.