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

Simplicity Wealth’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	$1.39M	Buy	18,960 +8,840	+87%	+$694K	0.08%	234
2025 Q4	$835K	Sell	10,120 -6,725	-40%	-$552K	0.05%	321
2025 Q3	$1.36M	Sell	16,845 -29,115	-63%	-$2.23M	0.08%	245
2025 Q2	$3.37M	Buy	+45,960	New	+$3.03M	0.14%	150
2024 Q3	–	Sell	-3,605	Closed	-$227K	–	922
2024 Q2	$227K	Buy	+3,605	New	+$210K	0.01%	1060

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

Simplicity Wealth's MGK Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Mega Cap Growth ETF (MGK) stake by 87% in Q1 2026, buying an estimated $694K and bringing the position to 18,960 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #234.

Simplicity Wealth first reported a position in MGK in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.37M in Q2 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Simplicity Wealth held 18,960 shares of Vanguard Mega Cap Growth ETF worth $1.39M as of Q1 2026.
Simplicity Wealth bought 8,840 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $694K.
Vanguard Mega Cap Growth ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #234 holding.
Simplicity Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Simplicity Wealth's Vanguard Mega Cap Growth ETF position peaked at $3.37M in Q2 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.