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VCU Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

VCU Investment Management’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
-282,175
Closed -$23.3M – 3
2025
Q4 		$23.3M Buy
+282,175
New +$23.2M 27.36% 2

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

VCU Investment Management's MGK Position: Q1 2026 in Review

VCU Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 282,175 shares — an estimated $23.3M sold.

VCU Investment Management first reported a position in MGK in Q4 2025 and held it in 1 quarter. The position peaked at $23.3M in Q4 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • VCU Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • VCU Investment Management sold 282,175 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $23.3M.
  • VCU Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • VCU Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $23.3M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on VCU Investment Management's 13F filing for Q1 2026, filed 7 May 2026.