VFO
MGK icon

Virtus Family Office’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Virtus Family Office’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 		$209K Hold
2,845
– – 0.18% 69
2025
Q4 		$235K Sell
2,845
-9,935
-78% -$816K 0.2% 62
2025
Q3 		$1.03M Buy
+12,780
New +$981K 0.96% 36

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

Virtus Family Office's MGK Position: Q1 2026 in Review

Virtus Family Office held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 2,845 shares worth $209K. The position accounts for 0.18% of the portfolio, ranked #69.

Virtus Family Office first reported a position in MGK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • Virtus Family Office held 2,845 shares of Vanguard Mega Cap Growth ETF worth $209K as of Q1 2026.
  • Virtus Family Office left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Growth ETF made up 0.18% of Virtus Family Office's portfolio in Q1 2026, its #69 holding.
  • Virtus Family Office first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Virtus Family Office's Vanguard Mega Cap Growth ETF position peaked at $1.03M in Q3 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.