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Peachtree Investment Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Peachtree Investment Partners’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 		$299K Hold
4,070
– – 0.11% 70
2025
Q4 		$336K Hold
4,070
– – 0.11% 62
2025
Q3 		$327K Hold
4,070
– – 0.11% 69
2025
Q2 		$298K Hold
4,070
– – 0.11% 73
2025
Q1 		$251K Hold
4,070
– – 0.1% 79
2024
Q4 		$279K Hold
4,070
– – 0.1% 71
2024
Q3 		$262K Hold
4,070
– – 0.1% 74
2024
Q2 		$256K Hold
4,070
– – 0.1% 66
2024
Q1 		$233K Sell
4,070
-5
-0.1% -$276 0.09% 72
2023
Q4 		$211K Buy
+4,075
New +$198K 0.09% 83
2023
Q3 		– Sell
-13,570
Closed -$639K – 108
2023
Q2 		$639K Buy
+13,570
New +$585K 0.29% 44
2022
Q4 		– Sell
-5,570
Closed -$194K – 101
2022
Q3 		$194K Hold
5,570
– – 0.13% 70
2022
Q2 		$202K Sell
5,570
-4,005
-42% -$161K 0.13% 77
2022
Q1 		$451K Sell
9,575
-38,210
-80% -$1.77M 0.21% 68
2021
Q4 		$2.49M Buy
47,785
+4,040
+9% +$205K 1.05% 23
2021
Q3 		$2.05M Buy
43,745
+1,515
+4% +$73.3K 1% 23
2021
Q2 		$1.95M Buy
42,230
+29,910
+243% +$1.32M 0.95% 22
2021
Q1 		$510K Sell
12,320
-1,835
-13% -$75.6K 0.29% 50
2020
Q4 		$577K Buy
14,155
+3,040
+27% +$118K 0.34% 45
2020
Q3 		$412K Buy
11,115
+1,665
+18% +$60K 0.28% 47
2020
Q2 		$309K Buy
+9,450
New +$282K 0.25% 47

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

Peachtree Investment Partners's MGK Position: Q1 2026 in Review

Peachtree Investment Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 4,070 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #70.

Peachtree Investment Partners first reported a position in MGK in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.49M in Q4 2021. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Peachtree Investment Partners held 4,070 shares of Vanguard Morningstar Mega Cap Growth ETF worth $299K as of Q1 2026.
  • Peachtree Investment Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Peachtree Investment Partners's portfolio in Q1 2026, its #70 holding.
  • Peachtree Investment Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 21 quarters since.
  • Peachtree Investment Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.49M in Q4 2021.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.