Live Oak Investment Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Live Oak Investment Partners’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	$430K	Buy	5,845 +100	+2%	+$7.86K	0.25%	72
2025 Q4	$474K	Buy	5,745 +90	+2%	+$7.39K	0.29%	66
2025 Q3	$455K	Buy	5,655 +40	+0.7%	+$3.07K	0.3%	65
2025 Q2	$411K	Sell	5,615 -2,790	-33%	-$184K	0.32%	61
2025 Q1	$519K	Buy	+8,405	New	+$567K	0.41%	57
2024 Q4	–	Hold	0	–	–	–	56
2024 Q3	–	Hold	0	–	–	–	42
2024 Q2	–	Hold	0	–	–	–	41
2023 Q4	–	Hold	0	–	–	–	46
2023 Q3	–	Hold	0	–	–	–	53
2023 Q2	–	Hold	0	–	–	–	51
2023 Q1	–	Hold	0	–	–	–	58
2022 Q4	–	Hold	0	–	–	–	64

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

Live Oak Investment Partners's MGK Position: Q1 2026 in Review

Live Oak Investment Partners increased its Vanguard Mega Cap Growth ETF (MGK) stake by 1.7% in Q1 2026, buying an estimated $7.86K and bringing the position to 5,845 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #72.

Live Oak Investment Partners first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. The position peaked at $519K in Q1 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Live Oak Investment Partners held 5,845 shares of Vanguard Mega Cap Growth ETF worth $430K as of Q1 2026.
Live Oak Investment Partners bought 100 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $7.86K.
Vanguard Mega Cap Growth ETF made up 0.25% of Live Oak Investment Partners's portfolio in Q1 2026, its #72 holding.
Live Oak Investment Partners first reported a position in Vanguard Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's Vanguard Mega Cap Growth ETF position peaked at $519K in Q1 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.