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Sequent Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Sequent Planning’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 		$346K Buy
4,705
+20
+0.4% +$1.57K 0.08% 160
2025
Q4 		$387K Sell
4,685
-75
-2% -$6.16K 0.1% 144
2025
Q3 		$383K Buy
4,760
+370
+8% +$28.4K 0.11% 136
2025
Q2 		$322K Buy
4,390
+190
+5% +$12.5K 0.1% 119
2025
Q1 		$259K Buy
4,200
+30
+0.7% +$2.02K 0.09% 124
2024
Q4 		$286K Buy
+4,170
New +$281K 0.11% 117

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequent Planning's MGK Position: Q1 2026 in Review

Sequent Planning increased its Vanguard Mega Cap Growth ETF (MGK) stake by 0.43% in Q1 2026, buying an estimated $1.57K and bringing the position to 4,705 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #160.

Sequent Planning first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. The position peaked at $387K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Sequent Planning held 4,705 shares of Vanguard Mega Cap Growth ETF worth $346K as of Q1 2026.
  • Sequent Planning bought 20 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $1.57K.
  • Vanguard Mega Cap Growth ETF made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #160 holding.
  • Sequent Planning first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Sequent Planning's Vanguard Mega Cap Growth ETF position peaked at $387K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.