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Arete Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-6,620
Closed -$551K – 598
2025
Q3 		$551K Buy
+6,620
New +$508K 0.03% 410
2024
Q3 		– Sell
-354,315
Closed -$1.92M – 776
2024
Q2 		$1.92M Buy
+354,315
New +$20.7M 0.16% 131

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arete Wealth Advisors's MGK Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 6,620 shares — an estimated $551K sold.

Arete Wealth Advisors first reported a position in MGK in Q2 2024 and held it in 2 quarters. The position peaked at $1.92M in Q2 2024. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,620 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $551K.
  • Arete Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.92M in Q2 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.