VWA
MGK icon

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

VSM Wealth Advisory’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 		$1.26M Buy
17,140
+2,465
+17% +$194K 0.38% 34
2025
Q4 		$1.21M Buy
14,675
+5,120
+54% +$421K 0.36% 34
2025
Q3 		$769K Buy
9,555
+225
+2% +$17.3K 0.24% 42
2025
Q2 		$683K Buy
9,330
+4,205
+82% +$277K 0.23% 45
2025
Q1 		$317K Hold
5,125
– – 0.11% 69
2024
Q4 		$352K Buy
+5,125
New +$345K 0.13% 63

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

VSM Wealth Advisory's MGK Position: Q1 2026 in Review

VSM Wealth Advisory increased its Vanguard Mega Cap Growth ETF (MGK) stake by 17% in Q1 2026, buying an estimated $194K and bringing the position to 17,140 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #34.

VSM Wealth Advisory first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • VSM Wealth Advisory held 17,140 shares of Vanguard Mega Cap Growth ETF worth $1.26M as of Q1 2026.
  • VSM Wealth Advisory bought 2,465 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $194K.
  • Vanguard Mega Cap Growth ETF made up 0.38% of VSM Wealth Advisory's portfolio in Q1 2026, its #34 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.