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Aveo Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Aveo Capital Partners’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
-18,915
Closed -$1.3M – 277
2024
Q4 		$1.3M Sell
18,915
-640
-3% -$43.1K 0.14% 112
2024
Q3 		$1.26M Sell
19,555
-310
-2% -$19.3K 0.13% 114
2024
Q2 		$1.25M Sell
19,865
-305
-2% -$17.8K 0.14% 112
2024
Q1 		$1.14M Sell
20,170
-680
-3% -$37.5K 0.12% 131
2023
Q4 		$1.08M Buy
20,850
+1,315
+7% +$63.8K 0.13% 126
2023
Q3 		$886K Buy
19,535
+65
+0.3% +$3.07K 0.12% 134
2023
Q2 		$916K Sell
19,470
-725
-4% -$31.2K 0.12% 139
2023
Q1 		$826K Sell
20,195
-760
-4% -$28.8K 0.11% 134
2022
Q4 		$721K Sell
20,955
-55
-0.3% -$1.97K 0.11% 145
2022
Q3 		$732K Buy
21,010
+280
+1% +$11K 0.13% 125
2022
Q2 		$753K Buy
20,730
+325
+2% +$13.1K 0.12% 134
2022
Q1 		$961K Sell
20,405
-1,050
-5% -$48.6K 0.17% 114
2021
Q4 		$1.12M Sell
21,455
-640
-3% -$32.4K 0.2% 102
2021
Q3 		$1.04M Sell
22,095
-2,620
-11% -$127K 0.22% 94
2021
Q2 		$1.14M Sell
24,715
-10
-0% -$440 0.25% 88
2021
Q1 		$1.02M Buy
+24,725
New +$1.02M 0.26% 84
2020
Q4 		– Sell
-26,865
Closed -$996K – 134
2020
Q3 		$996K Buy
+26,865
New +$968K 0.36% 60
2020
Q2 		– Sell
-21,265
Closed -$540K – 114
2020
Q1 		$540K Buy
21,265
+7,675
+56% +$222K 0.26% 81
2019
Q4 		$396K Buy
13,590
+1,510
+13% +$41.7K 0.16% 120
2019
Q3 		$331K Sell
12,080
-1,485
-11% -$39.3K 0.14% 121
2019
Q2 		$366K Buy
13,565
+285
+2% +$7.25K 0.16% 113
2019
Q1 		$330K Buy
13,280
+790
+6% +$18.6K 0.15% 112
2018
Q4 		$267K Buy
12,490
+1,520
+14% +$35.2K 0.13% 103
2018
Q3 		$263K Buy
10,970
+825
+8% +$20.6K 0.12% 107
2018
Q2 		$241K Sell
10,145
-80
-0.8% -$1.87K 0.11% 119
2018
Q1 		$230K Sell
10,225
-170
-2% -$3.95K 0.1% 122
2017
Q4 		$231K Buy
+10,395
New +$226K 0.08% 123

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 $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners's MGK Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 18,915 shares — an estimated $1.3M sold.

Aveo Capital Partners first reported a position in MGK in Q4 2017 and held it in 27 quarters. The position peaked at $1.3M in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Aveo Capital Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 18,915 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $1.3M.
  • Aveo Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2017 and held it in 27 quarters.
  • Aveo Capital Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.3M in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.