Authentikos Wealth Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Authentikos Wealth Advisory’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 Q1	–	Sell	-71,115	Closed	-$4.88M	–	91
2024 Q4	$4.88M	Sell	71,115 -1,090	-2%	-$73.4K	4.83%	6
2024 Q3	$4.65M	Buy	+72,205	New	+$4.5M	4.48%	6
2023 Q4	–	Sell	-600	Closed	-$27.2K	–	371
2023 Q3	$27.2K	Buy	+600	New	+$28.3K	0.03%	175

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Authentikos Wealth Advisory's MGK Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 71,115 shares — an estimated $4.88M sold.

Authentikos Wealth Advisory first reported a position in MGK in Q3 2023 and held it in 3 quarters. The position peaked at $4.88M in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 71,115 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $4.88M.
Authentikos Wealth Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 3 quarters.
Authentikos Wealth Advisory's Vanguard Morningstar Mega Cap Growth ETF position peaked at $4.88M in Q4 2024.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.