Petredis Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Petredis Investment Advisors’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	$101M	Buy	1,375,840 +4,150	+0.3%	+$326K	8.27%	1
2025 Q4	$113M	Sell	1,371,690 -8,485	-0.6%	-$697K	8.87%	1
2025 Q3	$111M	Sell	1,380,175 -200	-0%	-$15.3K	8.91%	1
2025 Q2	$101M	Buy	1,380,375 +47,120	+4%	+$3.11M	8.85%	2
2025 Q1	$82.4M	Buy	1,333,255 +35,650	+3%	+$2.41M	8.61%	2
2024 Q4	$89.1M	Buy	1,297,605 +40,585	+3%	+$2.73M	9.21%	1
2024 Q3	$80.9M	Buy	1,257,020 +74,405	+6%	+$4.64M	8.61%	1
2024 Q2	$74.3M	Buy	1,182,615 +134,815	+13%	+$7.87M	8.31%	1
2024 Q1	$60.1M	Buy	1,047,800 +25,735	+3%	+$1.42M	7.2%	2
2023 Q4	$53M	Buy	1,022,065 +24,605	+2%	+$1.19M	6.96%	2
2023 Q3	$45.3M	Buy	997,460 +4,055	+0.4%	+$191K	6.44%	2
2023 Q2	$46.8M	Buy	993,405 +22,090	+2%	+$952K	6.43%	2
2023 Q1	$39.7M	Buy	971,315 +188,955	+24%	+$7.16M	6.2%	2
2022 Q4	$26.9M	Buy	+782,360	New	+$28M	4.88%	5

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

Petredis Investment Advisors's MGK Position: Q1 2026 in Review

Petredis Investment Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.3% in Q1 2026, buying an estimated $326K and bringing the position to 1,375,840 shares worth $101M. The position accounts for 8.27% of the portfolio, ranked #1.

Petredis Investment Advisors first reported a position in MGK in Q4 2022 and has held it in 14 quarters since. The position peaked at $113M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Petredis Investment Advisors held 1,375,840 shares of Vanguard Mega Cap Growth ETF worth $101M as of Q1 2026.
Petredis Investment Advisors bought 4,150 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $326K.
Vanguard Mega Cap Growth ETF made up 8.27% of Petredis Investment Advisors's portfolio in Q1 2026, its #1 holding.
Petredis Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Petredis Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $113M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Petredis Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.