WLIM
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White Lighthouse Investment Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

White Lighthouse Investment Management’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 		$648K Hold
8,815
– – 0.09% 92
2025
Q4 		$728K Hold
8,815
– – 0.1% 88
2025
Q3 		$709K Hold
8,815
– – 0.11% 83
2025
Q2 		$646K Sell
8,815
-490
-5% -$32.3K 0.11% 81
2025
Q1 		$575K Hold
9,305
– – 0.1% 82
2024
Q4 		$639K Sell
9,305
-4,695
-34% -$316K 0.11% 78
2024
Q3 		$901K Sell
14,000
-2,030
-13% -$127K 0.16% 71
2024
Q2 		$1.01M Sell
16,030
-675
-4% -$39.4K 0.19% 65
2024
Q1 		$958K Sell
16,705
-360
-2% -$19.9K 0.19% 65
2023
Q4 		$886K Sell
17,065
-2,630
-13% -$128K 0.19% 68
2023
Q3 		$894K Sell
19,695
-500
-2% -$23.6K 0.22% 66
2023
Q2 		$950K Sell
20,195
-12,600
-38% -$543K 0.23% 63
2023
Q1 		$1.34M Buy
32,795
+2,750
+9% +$104K 0.34% 51
2022
Q4 		$1.03M Sell
30,045
-13,860
-32% -$496K 0.28% 57
2022
Q3 		$1.53M Buy
43,905
+20,260
+86% +$798K 0.45% 42
2022
Q2 		$859K Buy
23,645
+2,750
+13% +$111K 0.25% 60
2022
Q1 		$984K Buy
20,895
+8,220
+65% +$381K 0.25% 61
2021
Q4 		$661K Sell
12,675
-2,000
-14% -$101K 0.16% 72
2021
Q3 		$689K Sell
14,675
-2,425
-14% -$117K 0.18% 68
2021
Q2 		$791K Sell
17,100
-2,205
-11% -$97K 0.22% 64
2021
Q1 		$799K Sell
19,305
-13,600
-41% -$560K 0.24% 64
2020
Q4 		$1.34M Buy
32,905
+7,395
+29% +$286K 0.43% 50
2020
Q3 		$946K Buy
25,510
+1,805
+8% +$65K 0.33% 59
2020
Q2 		$775K Buy
23,705
+3,680
+18% +$110K 0.28% 62
2020
Q1 		$509K Hold
20,025
– – 0.21% 74
2019
Q4 		$583K Buy
20,025
+1,050
+6% +$29K 0.21% 75
2019
Q3 		$503K Hold
18,975
– – 0.2% 77
2019
Q2 		$491K Hold
18,975
– – 0.2% 81
2019
Q1 		$472K Buy
18,975
+1,200
+7% +$28.2K 0.22% 77
2018
Q4 		$380K Buy
+17,775
New +$411K 0.21% 81

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

White Lighthouse Investment Management's MGK Position: Q1 2026 in Review

White Lighthouse Investment Management held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2026 at 8,815 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #92.

White Lighthouse Investment Management first reported a position in MGK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.53M in Q3 2022. 954 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

  • White Lighthouse Investment Management held 8,815 shares of Vanguard Mega Cap Growth ETF worth $648K as of Q1 2026.
  • White Lighthouse Investment Management left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mega Cap Growth ETF made up 0.09% of White Lighthouse Investment Management's portfolio in Q1 2026, its #92 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • White Lighthouse Investment Management's Vanguard Mega Cap Growth ETF position peaked at $1.53M in Q3 2022.
  • 954 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.