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Pennington Partners & Co’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Pennington Partners & Co’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 		$1.07M Buy
14,515
+7,870
+118% +$618K 0.37% 35
2025
Q4 		$549K Hold
6,645
– – 0.22% 52
2025
Q3 		$535K Hold
6,645
– – 0.25% 47
2025
Q2 		$487K Buy
+6,645
New +$438K 0.26% 44

Other funds holding MGK

AssetMark Inc
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
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

Pennington Partners & Co's MGK Position: Q1 2026 in Review

Pennington Partners & Co increased its Vanguard Mega Cap Growth ETF (MGK) stake by 118% in Q1 2026, buying an estimated $618K and bringing the position to 14,515 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #35.

Pennington Partners & Co first reported a position in MGK in Q2 2025 and has held it in 4 quarters since. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Pennington Partners & Co held 14,515 shares of Vanguard Mega Cap Growth ETF worth $1.07M as of Q1 2026.
  • Pennington Partners & Co bought 7,870 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $618K.
  • Vanguard Mega Cap Growth ETF made up 0.37% of Pennington Partners & Co's portfolio in Q1 2026, its #35 holding.
  • Pennington Partners & Co first reported a position in Vanguard Mega Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 955 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.