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Tamar Securities’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tamar Securities’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 		– Sell
-2,430
Closed -$201K – 98
2025
Q4 		$201K Buy
+2,430
New +$200K 0.02% 79

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Bank of America
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LPL Financial
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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

Tamar Securities's MGK Position: Q1 2026 in Review

Tamar Securities sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 2,430 shares — an estimated $201K sold.

Tamar Securities first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Tamar Securities reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Tamar Securities sold 2,430 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $201K.
  • Tamar Securities first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Tamar Securities's Vanguard Morningstar Mega Cap Growth ETF position peaked at $201K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Tamar Securities's 13F filing for Q1 2026, filed 14 May 2026.