Retireful LLC’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Retireful LLC’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	$361K	Buy	4,695 +555	+13%	+$43.6K	0.51%	60
2025 Q4	$344K	Buy	+4,140	New	+$340K	0.43%	77
2025 Q1	–	Sell	-18,530	Closed	-$1.27M	–	137
2024 Q4	$1.27M	Buy	+18,530	New	+$1.25M	0.72%	62
2024 Q3	–	Sell	-7,185	Closed	-$452K	–	104
2024 Q2	$452K	Buy	+7,185	New	+$419K	0.21%	89
2024 Q1	–	Sell	-19,475	Closed	-$1.01M	–	115
2023 Q4	$1.01M	Buy	+19,475	New	+$945K	0.44%	73
2023 Q2	–	Sell	-40,920	Closed	-$1.67M	–	103
2023 Q1	$1.67M	Buy	+40,920	New	+$1.55M	0.54%	9

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

Retireful LLC's MGK Position: Q1 2026 in Review

Retireful LLC increased its Vanguard Mega Cap Growth ETF (MGK) stake by 13% in Q1 2026, buying an estimated $43.6K and bringing the position to 4,695 shares worth $361K. The position accounts for 0.51% of the portfolio, ranked #60.

Retireful LLC first reported a position in MGK in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.67M in Q1 2023. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Retireful LLC held 4,695 shares of Vanguard Mega Cap Growth ETF worth $361K as of Q1 2026.
Retireful LLC bought 555 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $43.6K.
Vanguard Mega Cap Growth ETF made up 0.51% of Retireful LLC's portfolio in Q1 2026, its #60 holding.
Retireful LLC first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and has held it in 6 quarters since.
Retireful LLC's Vanguard Mega Cap Growth ETF position peaked at $1.67M in Q1 2023.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.