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Oxford Wealth Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Oxford Wealth 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 		$3.28M Sell
44,640
-2,835
-6% -$223K 1.79% 25
2025
Q4 		$3.92M Buy
+47,475
New +$3.9M 1.91% 18

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

Oxford Wealth Group's MGK Position: Q1 2026 in Review

Oxford Wealth Group reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 6% in Q1 2026, selling an estimated $223K and leaving 44,640 shares worth $3.28M. The position accounts for 1.79% of the portfolio, ranked #25.

Oxford Wealth Group first reported a position in MGK in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.92M in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Oxford Wealth Group held 44,640 shares of Vanguard Morningstar Mega Cap Growth ETF worth $3.28M as of Q1 2026.
  • Oxford Wealth Group sold 2,835 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 1.79% of Oxford Wealth Group's portfolio in Q1 2026, its #25 holding.
  • Oxford Wealth Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.92M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.