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

Veridan 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	$2.52M	Buy	34,255 +2,005	+6%	+$157K	0.93%	31
2025 Q4	$2.66M	Buy	32,250 +10	+0%	+$821	0.89%	30
2025 Q3	$2.59M	Buy	+32,240	New	+$2.47M	0.89%	30
2025 Q1	$2.27M	Buy	36,665 +3,150	+9%	+$213K	1.02%	31
2024 Q4	$2.31M	Buy	+33,515	New	+$2.26M	1.08%	28
2024 Q2	$2.36M	Buy	+32,240	New	+$1.88M	0.95%	30

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

Veridan Wealth's MGK Position: Q1 2026 in Review

Veridan Wealth increased its Vanguard Mega Cap Growth ETF (MGK) stake by 6.2% in Q1 2026, buying an estimated $157K and bringing the position to 34,255 shares worth $2.52M. The position accounts for 0.93% of the portfolio, ranked #31.

Veridan Wealth first reported a position in MGK in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Veridan Wealth held 34,255 shares of Vanguard Mega Cap Growth ETF worth $2.52M as of Q1 2026.
Veridan Wealth bought 2,005 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $157K.
Vanguard Mega Cap Growth ETF made up 0.93% of Veridan Wealth's portfolio in Q1 2026, its #31 holding.
Veridan Wealth first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's Vanguard Mega Cap Growth ETF position peaked at $2.66M in Q4 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.