Apexium Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Apexium Financial’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	$413K	Hold	5,125	–	–	0.02%	215
2025 Q2	$376K	Buy	5,125 +1,070	+26%	+$70.5K	0.02%	210
2025 Q1	$251K	Buy	4,055 +245	+6%	+$16.5K	0.01%	243
2024 Q4	$262K	Hold	3,810	–	–	0.02%	222
2024 Q3	$245K	Hold	3,810	–	–	0.02%	207
2024 Q2	$240K	Buy	3,810 +105	+3%	+$6.13K	0.02%	199
2024 Q1	$212K	Buy	+3,705	New	+$204K	0.02%	215

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apexium Financial's MGK Position: Q3 2025 in Review

Apexium Financial held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2025 at 5,125 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #215.

Apexium Financial first reported a position in MGK in Q1 2024 and has held it in 7 quarters since. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Apexium Financial held 5,125 shares of Vanguard Morningstar Mega Cap Growth ETF worth $413K as of Q3 2025.
Apexium Financial left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #215 holding.
Apexium Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.