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

Modern 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	$883K	Sell	11,880 -3,205	-21%	-$252K	0.02%	442
2025 Q4	$1.25M	Buy	15,085 +15	+0.1%	+$1.23K	0.02%	363
2025 Q3	$1.21M	Sell	15,070 -935	-6%	-$71.8K	0.02%	354
2025 Q2	$1.17M	Buy	16,005 +7,325	+84%	+$483K	0.03%	341
2025 Q1	$536K	Sell	8,680 -130	-1%	-$8.77K	0.02%	404
2024 Q4	$605K	Sell	8,810 -200	-2%	-$13.5K	0.02%	330
2024 Q3	$580K	Sell	9,010 -35	-0.4%	-$2.18K	0.04%	233
2024 Q2	$568K	Buy	9,045 +555	+7%	+$32.4K	0.04%	200
2024 Q1	$487K	Buy	8,490 +1,285	+18%	+$70.9K	0.05%	175
2023 Q4	$374K	Buy	+7,205	New	+$350K	0.05%	119

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

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

Modern Wealth Management reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 21% in Q1 2026, selling an estimated $252K and leaving 11,880 shares worth $883K. The position accounts for 0.02% of the portfolio, ranked #442.

Modern Wealth Management first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Modern Wealth Management held 11,880 shares of Vanguard Mega Cap Growth ETF worth $883K as of Q1 2026.
Modern Wealth Management sold 3,205 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $252K.
Vanguard Mega Cap Growth ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #442 holding.
Modern Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $1.25M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.