POM Investment Strategies’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

POM Investment Strategies’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	–	Sell	-5	Closed	-$408	–	486
2025 Q4	$408	Hold	5	–	–	﹤0.01%	324
2025 Q3	$397	Sell	5 -1,585	-100%	-$122K	﹤0.01%	191
2025 Q2	$116K	Hold	1,590	–	–	0.08%	29
2025 Q1	$98.1K	Sell	1,590 -180,935	-99%	-$12.2M	0.11%	38
2024 Q4	$12.5M	Buy	182,525 +100	+0.1%	+$6.73K	9.44%	2
2024 Q3	$11.7M	Sell	182,425 -46,490	-20%	-$2.9M	9.17%	2
2024 Q2	$14.4M	Buy	228,915 +615	+0.3%	+$35.9K	11.51%	2
2024 Q1	$13.1M	Buy	228,300 +12,730	+6%	+$702K	10.71%	2
2023 Q4	$11.2M	Buy	+215,570	New	+$10.5M	10.26%	4

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

POM Investment Strategies's MGK Position: Q1 2026 in Review

POM Investment Strategies sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 5 shares — an estimated $408 sold.

POM Investment Strategies first reported a position in MGK in Q4 2023 and held it in 9 quarters. The position peaked at $14.4M in Q2 2024. 958 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

POM Investment Strategies reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
POM Investment Strategies sold 5 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $408.
POM Investment Strategies first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 9 quarters.
POM Investment Strategies's Vanguard Morningstar Mega Cap Growth ETF position peaked at $14.4M in Q2 2024.
958 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.