Mission Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Mission Wealth Management’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	$1.38M	Sell	18,730 -640	-3%	-$50.3K	0.03%	271
2025 Q4	$1.6M	Sell	19,370 -85	-0.4%	-$6.98K	0.03%	247
2025 Q3	$1.57M	Sell	19,455 -195	-1%	-$15K	0.03%	248
2025 Q2	$1.44M	Buy	19,650 +13,205	+205%	+$870K	0.03%	252
2025 Q1	$398K	Buy	6,445 +5	+0.1%	+$337	0.01%	509
2024 Q4	$442K	Buy	6,440 +3,210	+99%	+$216K	0.01%	449
2024 Q3	$208K	Sell	3,230 -50	-2%	-$3.12K	0.01%	630
2024 Q2	$206K	Sell	3,280 -710	-18%	-$41.4K	0.01%	612
2024 Q1	$229K	Buy	3,990 +75	+2%	+$4.14K	0.01%	614
2023 Q4	$203K	Buy	+3,915	New	+$190K	0.01%	553

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

Mission Wealth Management's MGK Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3.3% in Q1 2026, selling an estimated $50.3K and leaving 18,730 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #271.

Mission Wealth Management first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Mission Wealth Management held 18,730 shares of Vanguard Mega Cap Growth ETF worth $1.38M as of Q1 2026.
Mission Wealth Management sold 640 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $50.3K.
Vanguard Mega Cap Growth ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #271 holding.
Mission Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Mission Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $1.6M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.