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

Orgel 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 		– Sell
-6,380
Closed -$527K – 98
2025
Q4 		$527K Buy
+6,380
New +$524K 0.01% 64

Other funds holding MGK

AssetMark Inc
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Orgel Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 6,380 shares — an estimated $527K sold.

Orgel Wealth Management first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $527K in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Orgel Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Orgel Wealth Management sold 6,380 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $527K.
  • Orgel Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Orgel Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $527K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Orgel Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.