Westbourne Investments’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Westbourne Investments’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	$1.54M	Sell	20,895 -200	-0.9%	-$15.7K	0.73%	46
2025 Q4	$1.74M	Sell	21,095 -250	-1%	-$20.5K	0.81%	37
2025 Q3	$1.8M	Sell	21,345 -575	-3%	-$44.1K	0.86%	40
2025 Q2	$1.61M	Sell	21,920 -425	-2%	-$28K	0.86%	42
2025 Q1	$1.38M	Sell	22,345 -750	-3%	-$50.6K	0.83%	44
2024 Q4	$1.59M	Buy	+23,095	New	+$1.55M	0.94%	33

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

Westbourne Investments's MGK Position: Q1 2026 in Review

Westbourne Investments reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 0.95% in Q1 2026, selling an estimated $15.7K and leaving 20,895 shares worth $1.54M. The position accounts for 0.73% of the portfolio, ranked #46.

Westbourne Investments first reported a position in MGK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q3 2025. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Westbourne Investments held 20,895 shares of Vanguard Mega Cap Growth ETF worth $1.54M as of Q1 2026.
Westbourne Investments sold 200 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $15.7K.
Vanguard Mega Cap Growth ETF made up 0.73% of Westbourne Investments's portfolio in Q1 2026, its #46 holding.
Westbourne Investments first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's Vanguard Mega Cap Growth ETF position peaked at $1.8M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.