Win Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Win Advisors’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	–	Sell	-83,780	Closed	-$6.92M	–	102
2025 Q4	$6.92M	Buy	83,780 +19,150	+30%	+$1.57M	2.94%	13
2025 Q3	$5.2M	Sell	64,630 -36,665	-36%	-$2.81M	2.53%	10
2025 Q2	$7.42M	Buy	+101,295	New	+$6.68M	3.58%	12
2025 Q1	–	Sell	-61,535	Closed	-$4.23M	–	73
2024 Q4	$4.23M	Buy	+61,535	New	+$4.14M	2.05%	15
2024 Q3	–	Sell	-56,065	Closed	-$3.52M	–	73
2024 Q2	$3.52M	Buy	+56,065	New	+$3.27M	1.57%	20
2024 Q1	–	Sell	-58,460	Closed	-$3.03M	–	78
2023 Q4	$3.03M	Buy	58,460 +50,215	+609%	+$2.44M	1.38%	17
2023 Q3	$374K	Buy	+8,245	New	+$389K	0.18%	37
2023 Q2	–	Sell	-69,185	Closed	-$2.83M	–	43
2023 Q1	$2.83M	Buy	+69,185	New	+$2.62M	1.12%	12

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

Win Advisors's MGK Position: Q1 2026 in Review

Win Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2026, closing a stake of 83,780 shares — an estimated $6.92M sold.

Win Advisors first reported a position in MGK in Q1 2023 and held it in 8 quarters. The position peaked at $7.42M in Q2 2025. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Win Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 83,780 Vanguard Mega Cap Growth ETF shares in Q1 2026, an estimated $6.92M.
Win Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 8 quarters.
Win Advisors's Vanguard Mega Cap Growth ETF position peaked at $7.42M in Q2 2025.
955 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.