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Plan Group Financial’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Plan Group Financial’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 		$5.71M Buy
77,660
+14,975
+24% +$1.18M 1.34% 19
2025
Q4 		$5.17M Buy
62,685
+7,285
+13% +$598K 1.34% 23
2025
Q3 		$4.46M Buy
55,400
+16,360
+42% +$1.26M 1.2% 22
2025
Q2 		$2.86M Buy
39,040
+21,705
+125% +$1.43M 0.94% 32
2025
Q1 		$1.07M Buy
+17,335
New +$1.17M 0.38% 69

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

Plan Group Financial's MGK Position: Q1 2026 in Review

Plan Group Financial increased its Vanguard Mega Cap Growth ETF (MGK) stake by 24% in Q1 2026, buying an estimated $1.18M and bringing the position to 77,660 shares worth $5.71M. The position accounts for 1.34% of the portfolio, ranked #19.

Plan Group Financial first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Plan Group Financial held 77,660 shares of Vanguard Mega Cap Growth ETF worth $5.71M as of Q1 2026.
  • Plan Group Financial bought 14,975 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.18M.
  • Vanguard Mega Cap Growth ETF made up 1.34% of Plan Group Financial's portfolio in Q1 2026, its #19 holding.
  • Plan Group Financial first reported a position in Vanguard Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.