O'Donnell Financial Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

O'Donnell Financial Services’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	$18M	Buy	245,785 +2,035	+0.8%	+$160K	6.22%	4
2025 Q4	$20.1M	Buy	243,750 +1,795	+0.7%	+$147K	6.88%	4
2025 Q3	$19.5M	Buy	241,955 +4,905	+2%	+$376K	6.93%	4
2025 Q2	$17.4M	Buy	237,050 +2,140	+0.9%	+$141K	6.66%	3
2025 Q1	$14.5M	Sell	234,910 -235	-0.1%	-$15.9K	5.99%	5
2024 Q4	$15M	Buy	235,145 +1,495	+0.6%	+$101K	6.3%	7
2024 Q3	$15M	Buy	233,650 +5,295	+2%	+$330K	6.11%	7
2024 Q2	$14.4M	Buy	228,355 +38,680	+20%	+$2.26M	6.38%	8
2024 Q1	$10.9M	Buy	189,675 +69,505	+58%	+$3.83M	4.98%	9
2023 Q4	$6.24M	Buy	+120,170	New	+$5.83M	3.13%	11

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

O'Donnell Financial Services's MGK Position: Q1 2026 in Review

O'Donnell Financial Services increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.83% in Q1 2026, buying an estimated $160K and bringing the position to 245,785 shares worth $18M. The position accounts for 6.22% of the portfolio, ranked #4.

O'Donnell Financial Services first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.1M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

O'Donnell Financial Services held 245,785 shares of Vanguard Mega Cap Growth ETF worth $18M as of Q1 2026.
O'Donnell Financial Services bought 2,035 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $160K.
Vanguard Mega Cap Growth ETF made up 6.22% of O'Donnell Financial Services's portfolio in Q1 2026, its #4 holding.
O'Donnell Financial Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
O'Donnell Financial Services's Vanguard Mega Cap Growth ETF position peaked at $20.1M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.