Quotient Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Quotient Wealth Partners’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	$524K	Buy	7,130 +5	+0.1%	+$393	0.01%	187
2025 Q4	$588K	Buy	7,125 +95	+1%	+$7.8K	0.02%	166
2025 Q3	$566K	Buy	7,030 +10	+0.1%	+$767	0.02%	175
2025 Q2	$514K	Buy	7,020 +10	+0.1%	+$659	0.02%	185
2025 Q1	$433K	Buy	+7,010	New	+$473K	0.01%	193

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

Quotient Wealth Partners's MGK Position: Q1 2026 in Review

Quotient Wealth Partners increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.07% in Q1 2026, buying an estimated $393 and bringing the position to 7,130 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #187.

Quotient Wealth Partners first reported a position in MGK in Q1 2025 and has held it in 5 quarters since. The position peaked at $588K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Quotient Wealth Partners held 7,130 shares of Vanguard Mega Cap Growth ETF worth $524K as of Q1 2026.
Quotient Wealth Partners bought 5 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $393.
Vanguard Mega Cap Growth ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #187 holding.
Quotient Wealth Partners first reported a position in Vanguard Mega Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Quotient Wealth Partners's Vanguard Mega Cap Growth ETF position peaked at $588K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.