Advisor Resource Council’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-3,725	Closed	-$273K	–	123
2025 Q2	$273K	Sell	3,725 -8,540	-70%	-$563K	0.11%	142
2025 Q1	$588K	Buy	12,265 +8,900	+264%	+$601K	0.05%	336
2024 Q4	$231K	Buy	+3,365	New	+$226K	0.17%	62
2024 Q1	–	Sell	-15,325	Closed	-$795K	–	394
2023 Q4	$795K	Buy	+15,325	New	+$744K	0.09%	215
2023 Q2	–	Sell	-7,980	Closed	-$323K	–	232
2023 Q1	$323K	Sell	7,980 -2,560	-24%	-$97K	0.08%	196
2022 Q4	$363K	Sell	10,540 -425	-4%	-$15.2K	0.18%	105
2022 Q3	$382K	Sell	10,965 -13,695	-56%	-$539K	0.26%	98
2022 Q2	$895K	Buy	24,660 +12,605	+105%	+$507K	0.08%	204
2022 Q1	$568K	Sell	12,055 -2,760	-19%	-$128K	0.17%	128
2021 Q4	$773K	Buy	+14,815	New	+$750K	0.06%	268
2021 Q3	–	Sell	-8,655	Closed	-$401K	–	369
2021 Q2	$401K	Buy	+8,655	New	+$381K	0.04%	345

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

Advisor Resource Council's MGK Position: Q3 2025 in Review

Advisor Resource Council sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 3,725 shares — an estimated $273K sold.

Advisor Resource Council first reported a position in MGK in Q2 2021 and held it in 11 quarters. The position peaked at $895K in Q2 2022. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Advisor Resource Council reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 3,725 Vanguard Mega Cap Growth ETF shares in Q3 2025, an estimated $273K.
Advisor Resource Council first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and held it in 11 quarters.
Advisor Resource Council's Vanguard Mega Cap Growth ETF position peaked at $895K in Q2 2022.
901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.