Prospect Financial Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Prospect Financial Services’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	-2,585	Closed	-$213K	–	105
2025 Q4	$213K	Sell	2,585 -75	-3%	-$6.16K	0.12%	99
2025 Q3	$214K	Buy	+2,660	New	+$204K	0.12%	97
2025 Q1	–	Sell	-4,710	Closed	-$323K	–	117
2024 Q4	$323K	Buy	+4,710	New	+$317K	0.18%	80

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

Prospect Financial Services's MGK Position: Q1 2026 in Review

Prospect Financial Services sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,585 shares — an estimated $213K sold.

Prospect Financial Services first reported a position in MGK in Q4 2024 and held it in 3 quarters. The position peaked at $323K in Q4 2024. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Prospect Financial Services reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Prospect Financial Services sold 2,585 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $213K.
Prospect Financial Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Prospect Financial Services's Vanguard Mega Cap Growth ETF position peaked at $323K in Q4 2024.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.