Resurgent Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Resurgent Financial 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	$520K	Sell	7,075 -955	-12%	-$75K	0.19%	129
2025 Q4	$663K	Buy	8,030 +1,850	+30%	+$152K	0.33%	86
2025 Q3	$497K	Buy	6,180 +2,745	+80%	+$211K	0.24%	123
2025 Q2	$252K	Sell	3,435 -110	-3%	-$7.25K	0.14%	164
2025 Q1	$219K	Sell	3,545 -95	-3%	-$6.41K	0.13%	165
2024 Q4	$250K	Sell	3,640 -25	-0.7%	-$1.68K	0.15%	153
2024 Q3	$236K	Buy	3,665 +460	+14%	+$28.7K	0.14%	159
2024 Q2	$201K	Buy	+3,205	New	+$187K	0.13%	168
2024 Q1	–	Sell	-3,360	Closed	-$174K	–	370
2023 Q4	$174K	Buy	3,360 +1,810	+117%	+$87.8K	0.11%	178
2023 Q3	$70.3K	Buy	1,550 +45	+3%	+$2.12K	0.05%	277
2023 Q2	$70.8K	Buy	+1,505	New	+$64.9K	0.05%	284
2023 Q1	–	Sell	-730	Closed	-$25.1K	–	577
2022 Q4	$25.1K	Buy	+730	New	+$26.1K	0.01%	575

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

Resurgent Financial Advisors's MGK Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 12% in Q1 2026, selling an estimated $75K and leaving 7,075 shares worth $520K. The position accounts for 0.19% of the portfolio, ranked #129.

Resurgent Financial Advisors first reported a position in MGK in Q4 2022 and has held it in 12 quarters since. The position peaked at $663K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Resurgent Financial Advisors held 7,075 shares of Vanguard Mega Cap Growth ETF worth $520K as of Q1 2026.
Resurgent Financial Advisors sold 955 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $75K.
Vanguard Mega Cap Growth ETF made up 0.19% of Resurgent Financial Advisors's portfolio in Q1 2026, its #129 holding.
Resurgent Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
Resurgent Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $663K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.