M3 Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

M3 Advisory Group’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	$1.26M	Buy	17,115 +190	+1%	+$14.9K	0.78%	30
2025 Q4	$1.4M	Buy	16,925 +50	+0.3%	+$4.11K	0.85%	27
2025 Q3	$1.36M	Buy	16,875 +875	+5%	+$67.2K	0.85%	28
2025 Q2	$1.17M	Buy	16,000 +4,510	+39%	+$297K	0.81%	27
2025 Q1	$710K	Buy	11,490 +2,885	+34%	+$195K	0.56%	37
2024 Q4	$591K	Buy	8,605 +955	+12%	+$64.3K	0.42%	51
2024 Q3	$493K	Buy	7,650 +1,070	+16%	+$66.7K	0.36%	64
2024 Q2	$413K	Buy	+6,580	New	+$384K	0.34%	73

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

M3 Advisory Group's MGK Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Mega Cap Growth ETF (MGK) stake by 1.1% in Q1 2026, buying an estimated $14.9K and bringing the position to 17,115 shares worth $1.26M. The position accounts for 0.78% of the portfolio, ranked #30.

M3 Advisory Group first reported a position in MGK in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

M3 Advisory Group held 17,115 shares of Vanguard Mega Cap Growth ETF worth $1.26M as of Q1 2026.
M3 Advisory Group bought 190 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $14.9K.
Vanguard Mega Cap Growth ETF made up 0.78% of M3 Advisory Group's portfolio in Q1 2026, its #30 holding.
M3 Advisory Group first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
M3 Advisory Group's Vanguard Mega Cap Growth ETF position peaked at $1.4M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.