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

Pinion 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 		$849K Buy
11,555
+375
+3% +$29.5K 0.2% 82
2025
Q4 		$923K Buy
11,180
+675
+6% +$55.4K 0.23% 69
2025
Q3 		$866K Buy
10,505
+415
+4% +$31.9K 0.24% 76
2025
Q2 		$739K Buy
10,090
+730
+8% +$48.1K 0.25% 70
2025
Q1 		$578K Sell
9,360
-130
-1% -$8.77K 0.13% 89
2024
Q4 		$652K Sell
9,490
-755
-7% -$50.8K 0.26% 70
2024
Q3 		$660K Sell
10,245
-115
-1% -$7.17K 0.28% 70
2024
Q2 		$651K Buy
10,360
+2,175
+27% +$127K 0.32% 59
2024
Q1 		$469K Sell
8,185
-2,420
-23% -$134K 0.24% 81
2023
Q4 		$550K Sell
10,605
-285
-3% -$13.8K 0.33% 63
2023
Q3 		$494K Sell
10,890
-5,055
-32% -$238K 0.32% 76
2023
Q2 		$750K Buy
+15,945
New +$687K 0.51% 42
2022
Q4 		– Sell
-17,475
Closed -$609K – 148
2022
Q3 		$609K Buy
17,475
+50
+0.3% +$1.97K 0.53% 45
2022
Q2 		$633K Sell
17,425
-495
-3% -$19.9K 0.53% 55
2022
Q1 		$844K Buy
17,920
+355
+2% +$16.4K 0.59% 44
2021
Q4 		$916K Sell
17,565
-820
-4% -$41.5K 0.62% 46
2021
Q3 		$863K Buy
18,385
+790
+4% +$38.2K 0.7% 41
2021
Q2 		$814K Sell
17,595
-315
-2% -$13.9K 0.65% 42
2021
Q1 		$742K Buy
17,910
+225
+1% +$9.27K 0.69% 40
2020
Q4 		$721K Sell
17,685
-6,280
-26% -$243K 0.76% 34
2020
Q3 		$784K Hold
23,965
– – 1.18% 21
2020
Q2 		$784K Sell
23,965
-8,845
-27% -$264K 1.18% 21
2020
Q1 		$834K Sell
32,810
-170
-0.5% -$4.91K 1.79% 7
2019
Q4 		$961K Buy
32,980
+315
+1% +$8.7K 1.78% 6
2019
Q3 		$867K Sell
32,665
-2,695
-8% -$71.3K 1.78% 3
2019
Q2 		$916K Sell
35,360
-5,470
-13% -$139K 1.96% 3
2019
Q1 		$1.01M Buy
40,830
+2,790
+7% +$65.5K 1.78% 5
2018
Q4 		$814K Buy
38,040
+3,180
+9% +$73.6K 1.71% 5
2018
Q3 		$894K Sell
34,860
-7,020
-17% -$175K 1.72% 4
2018
Q2 		$996K Buy
41,880
+2,050
+5% +$47.9K 1.93% 3
2018
Q1 		$894K Buy
+39,830
New +$925K 1.92% 3

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

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

Pinion Investment Advisors increased its Vanguard Mega Cap Growth ETF (MGK) stake by 3.4% in Q1 2026, buying an estimated $29.5K and bringing the position to 11,555 shares worth $849K. The position accounts for 0.2% of the portfolio, ranked #82.

Pinion Investment Advisors first reported a position in MGK in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q1 2019. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Pinion Investment Advisors held 11,555 shares of Vanguard Mega Cap Growth ETF worth $849K as of Q1 2026.
  • Pinion Investment Advisors bought 375 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $29.5K.
  • Vanguard Mega Cap Growth ETF made up 0.2% of Pinion Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Pinion Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2018 and has held it in 31 quarters since.
  • Pinion Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.01M in Q1 2019.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.