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

Strategic 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 		$4.31M Sell
58,680
-970
-2% -$76.2K 1.86% 11
2025
Q4 		$4.92M Sell
59,650
-990
-2% -$81.3K 2.13% 10
2025
Q3 		$4.88M Sell
60,640
-725
-1% -$55.6K 2.24% 9
2025
Q2 		$4.49M Buy
61,365
+180
+0.3% +$11.9K 2.09% 12
2025
Q1 		$3.78M Sell
61,185
-960
-2% -$64.8K 1.99% 9
2024
Q4 		$4.27M Sell
62,145
-4,725
-7% -$318K 2.18% 11
2024
Q3 		$4.31M Buy
66,870
+335
+0.5% +$20.9K 2.2% 10
2024
Q2 		$4.18M Sell
66,535
-900
-1% -$52.5K 2.3% 11
2024
Q1 		$3.87M Buy
67,435
+355
+0.5% +$19.6K 2.14% 10
2023
Q4 		$3.48M Sell
67,080
-7,290
-10% -$354K 2.02% 12
2023
Q3 		$3.38M Sell
74,370
-415
-0.6% -$19.6K 2.05% 12
2023
Q2 		$3.52M Sell
74,785
-3,885
-5% -$167K 2% 12
2023
Q1 		$3.22M Sell
78,670
-3,540
-4% -$134K 1.97% 13
2022
Q4 		$2.83M Sell
82,210
-1,800
-2% -$64.5K 1.73% 12
2022
Q3 		$2.93M Sell
84,010
-5,530
-6% -$218K 1.86% 12
2022
Q2 		$3.25M Sell
89,540
-810
-0.9% -$32.6K 1.9% 12
2022
Q1 		$4.25M Sell
90,350
-9,570
-10% -$443K 2.17% 12
2021
Q4 		$5.21M Sell
99,920
-970
-1% -$49.1K 2.56% 8
2021
Q3 		$4.74M Buy
100,890
+890
+0.9% +$43.1K 2.55% 8
2021
Q2 		$4.63M Buy
100,000
+1,615
+2% +$71.1K 2.56% 8
2021
Q1 		$4.08M Sell
98,385
-475
-0.5% -$19.6K 2.42% 10
2020
Q4 		$4.03M Sell
98,860
-3,365
-3% -$130K 2.64% 10
2020
Q3 		$3.79M Sell
102,225
-11,555
-10% -$416K 2.97% 11
2020
Q2 		$3.72M Sell
113,780
-38,575
-25% -$1.15M 3.08% 10
2020
Q1 		$3.87M Sell
152,355
-15,465
-9% -$447K 4.12% 9
2019
Q4 		$4.89M Buy
+167,820
New +$4.64M 4% 7

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

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

Strategic Financial Partners reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 1.6% in Q1 2026, selling an estimated $76.2K and leaving 58,680 shares worth $4.31M. The position accounts for 1.86% of the portfolio, ranked #11.

Strategic Financial Partners first reported a position in MGK in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.21M in Q4 2021. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Strategic Financial Partners held 58,680 shares of Vanguard Mega Cap Growth ETF worth $4.31M as of Q1 2026.
  • Strategic Financial Partners sold 970 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $76.2K.
  • Vanguard Mega Cap Growth ETF made up 1.86% of Strategic Financial Partners's portfolio in Q1 2026, its #11 holding.
  • Strategic Financial Partners first reported a position in Vanguard Mega Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Mega Cap Growth ETF position peaked at $5.21M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.