49 Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

49 Wealth 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
2025 Q4	–	Sell	-4,180	Closed	-$336K	–	215
2025 Q3	$336K	Sell	4,180 -460	-10%	-$35.3K	0.03%	135
2025 Q2	$340K	Sell	4,640 -15	-0.3%	-$989	0.04%	123
2025 Q1	$288K	Buy	4,655 +80	+2%	+$5.4K	0.03%	145
2024 Q4	$314K	Sell	4,575 -460	-9%	-$31K	0.04%	116
2024 Q3	$324K	Buy	5,035 +370	+8%	+$23.1K	0.05%	114
2024 Q2	$296K	Sell	4,665 -350	-7%	-$20.4K	0.06%	114
2024 Q1	$287K	Sell	5,015 -960	-16%	-$53K	0.06%	88
2023 Q4	$310K	Buy	+5,975	New	+$290K	0.08%	79

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

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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

49 Wealth Management's MGK Position: Q4 2025 in Review

49 Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 4,180 shares — an estimated $336K sold.

49 Wealth Management first reported a position in MGK in Q4 2023 and held it in 8 quarters. The position peaked at $340K in Q2 2025. 979 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

49 Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 4,180 Vanguard Mega Cap Growth ETF shares in Q4 2025, an estimated $336K.
49 Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and held it in 8 quarters.
49 Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $340K in Q2 2025.
979 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.