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Keystone Financial Group (Kentucky)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.6M Buy
25,880
+5,220
+25% +$410K 0.11% 146
2025
Q4 		$1.71M Buy
20,660
+2,680
+15% +$220K 0.13% 117
2025
Q3 		$1.45M Sell
17,980
-875
-5% -$67.2K 0.11% 124
2025
Q2 		$1.38M Buy
18,855
+2,105
+13% +$139K 0.12% 117
2025
Q1 		$1.03M Sell
16,750
-445
-3% -$30K 0.11% 139
2024
Q4 		$1.18M Sell
17,195
-905
-5% -$60.9K 0.12% 122
2024
Q3 		$1.17M Buy
+18,100
New +$1.13M 0.15% 105
2024
Q2 		– Sell
-15,040
Closed -$862K – 246
2024
Q1 		$862K Buy
15,040
+345
+2% +$19K 0.13% 125
2023
Q4 		$763K Buy
14,695
+275
+2% +$13.3K 0.13% 122
2023
Q3 		$654K Buy
14,420
+225
+2% +$10.6K 0.11% 130
2023
Q2 		$668K Buy
+14,195
New +$612K 0.11% 130
2022
Q4 		$463K Hold
13,455
– – 0.09% 155
2022
Q3 		$469K Hold
13,455
– – 0.1% 147
2022
Q2 		$489K Buy
13,455
+1,250
+10% +$50.3K 0.1% 149
2022
Q1 		$575K Buy
12,205
+450
+4% +$20.8K 0.1% 145
2021
Q4 		$613K Buy
11,755
+4,425
+60% +$224K 0.1% 145
2021
Q3 		$344K Buy
7,330
+2,000
+38% +$96.7K 0.06% 205
2021
Q2 		$247K Sell
5,330
-250
-4% -$11K 0.04% 254
2021
Q1 		$231K Buy
+5,580
New +$230K 0.05% 257

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

Keystone Financial Group (Kentucky)'s MGK Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Mega Cap Growth ETF (MGK) stake by 25% in Q1 2026, buying an estimated $410K and bringing the position to 25,880 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #146.

Keystone Financial Group (Kentucky) first reported a position in MGK in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 25,880 shares of Vanguard Mega Cap Growth ETF worth $1.6M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 5,220 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $410K.
  • Vanguard Mega Cap Growth ETF made up 0.11% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #146 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Mega Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Mega Cap Growth ETF position peaked at $1.71M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.