Lido Advisors
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Lido Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Lido Advisors’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 		$37.9M Sell
515,870
-10,715
-2% -$842K 0.12% 122
2025
Q4 		$43.4M Sell
526,585
-17,730
-3% -$1.46M 0.13% 102
2025
Q3 		$43.8M Buy
544,315
+17,845
+3% +$1.37M 0.14% 95
2025
Q2 		$38.6M Buy
526,470
+494,705
+1,557% +$32.6M 0.15% 86
2025
Q1 		$1.96M Buy
31,765
+3,570
+13% +$241K 0.01% 543
2024
Q4 		$1.94M Buy
28,195
+8,830
+46% +$594K 0.01% 526
2024
Q3 		$1.25M Sell
19,365
-285
-1% -$17.8K 0.01% 620
2024
Q2 		$1.24M Sell
19,650
-9,905
-34% -$578K 0.01% 576
2024
Q1 		$1.69M Buy
29,555
+9,475
+47% +$523K 0.01% 477
2023
Q4 		$1.04M Sell
20,080
-5,600
-22% -$272K 0.01% 603
2023
Q3 		$1.17M Buy
25,680
+4,010
+19% +$189K 0.01% 502
2023
Q2 		$1.02M Buy
21,670
+7,515
+53% +$324K 0.01% 528
2023
Q1 		$579K Buy
+14,155
New +$536K 0.01% 625
2022
Q2 		– Sell
-107,820
Closed -$5.08M – 1016
2022
Q1 		$5.08M Sell
107,820
-6,805
-6% -$315K 0.06% 150
2021
Q4 		$5.98M Sell
114,625
-7,840
-6% -$397K 0.07% 145
2021
Q3 		$5.75M Sell
122,465
-2,800
-2% -$135K 0.08% 140
2021
Q2 		$5.8M Buy
125,265
+117,000
+1,416% +$5.15M 0.08% 139
2021
Q1 		$342K Sell
8,265
-117,115
-93% -$4.83M 0.01% 617
2020
Q4 		$5.11M Sell
125,380
-4,335
-3% -$168K 0.11% 118
2020
Q3 		$4.81M Buy
+129,715
New +$4.67M 0.12% 100
2018
Q4 		– Sell
-12,255
Closed -$315K – 467
2018
Q3 		$315K Buy
+12,255
New +$306K 0.03% 327

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

Lido Advisors's MGK Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 2% in Q1 2026, selling an estimated $842K and leaving 515,870 shares worth $37.9M. The position accounts for 0.12% of the portfolio, ranked #122.

Lido Advisors first reported a position in MGK in Q3 2018 and has held it in 21 quarters since. The position peaked at $43.8M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Lido Advisors held 515,870 shares of Vanguard Mega Cap Growth ETF worth $37.9M as of Q1 2026.
  • Lido Advisors sold 10,715 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $842K.
  • Vanguard Mega Cap Growth ETF made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #122 holding.
  • Lido Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2018 and has held it in 21 quarters since.
  • Lido Advisors's Vanguard Mega Cap Growth ETF position peaked at $43.8M in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.