Shepherd Financial Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Shepherd Financial 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	$419K	Buy	5,695 +400	+8%	+$31.4K	0.04%	173
2025 Q4	$437K	Hold	5,295	–	–	0.04%	171
2025 Q3	$426K	Hold	5,295	–	–	0.04%	170
2025 Q2	$388K	Hold	5,295	–	–	0.04%	174
2025 Q1	$327K	Hold	5,295	–	–	0.04%	177
2024 Q4	$364K	Sell	5,295 -95	-2%	-$6.39K	0.04%	164
2024 Q3	$347K	Buy	5,390 +95	+2%	+$5.92K	0.04%	166
2024 Q2	$333K	Hold	5,295	–	–	0.04%	172
2024 Q1	$304K	Hold	5,295	–	–	0.04%	180
2023 Q4	$275K	Buy	+5,295	New	+$257K	0.04%	183

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

Shepherd Financial Partners's MGK Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Mega Cap Growth ETF (MGK) stake by 7.6% in Q1 2026, buying an estimated $31.4K and bringing the position to 5,695 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #173.

Shepherd Financial Partners first reported a position in MGK in Q4 2023 and has held it in 10 quarters since. The position peaked at $437K in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Shepherd Financial Partners held 5,695 shares of Vanguard Mega Cap Growth ETF worth $419K as of Q1 2026.
Shepherd Financial Partners bought 400 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $31.4K.
Vanguard Mega Cap Growth ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #173 holding.
Shepherd Financial Partners first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Shepherd Financial Partners's Vanguard Mega Cap Growth ETF position peaked at $437K in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.