Wealthspire Advisors (New York)’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wealthspire Advisors (New York)’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	$3.18M	Sell	43,225 -2,155	-5%	-$169K	0.02%	215
2025 Q4	$3.75M	Sell	45,380 -14,940	-25%	-$1.23M	0.03%	188
2025 Q3	$4.85M	Buy	60,320 +2,250	+4%	+$173K	0.03%	171
2025 Q2	$4.25M	Sell	58,070 -6,050	-9%	-$399K	0.02%	173
2025 Q1	$3.96M	Buy	64,120 +35,655	+125%	+$2.41M	0.02%	180
2024 Q4	$1.96M	Sell	28,465 -530	-2%	-$35.7K	0.02%	252
2024 Q3	$1.87M	Buy	28,995 +5,335	+23%	+$333K	0.02%	269
2024 Q2	$1.49M	Buy	23,660 +2,955	+14%	+$172K	0.02%	249
2024 Q1	$1.19M	Buy	20,705 +14,660	+243%	+$809K	0.02%	288
2023 Q4	$314K	Buy	+6,045	New	+$293K	﹤0.01%	513
2023 Q3	–	Sell	-6,100	Closed	-$287K	–	611
2023 Q2	$287K	Buy	+6,100	New	+$263K	﹤0.01%	463

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

Wealthspire Advisors (New York)'s MGK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 4.7% in Q1 2026, selling an estimated $169K and leaving 43,225 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #215.

Wealthspire Advisors (New York) first reported a position in MGK in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.85M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Wealthspire Advisors (New York) held 43,225 shares of Vanguard Mega Cap Growth ETF worth $3.18M as of Q1 2026.
Wealthspire Advisors (New York) sold 2,155 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $169K.
Vanguard Mega Cap Growth ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #215 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Mega Cap Growth ETF in Q2 2023 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Vanguard Mega Cap Growth ETF position peaked at $4.85M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.