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Bank of Jackson Hole Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bank of Jackson Hole Trust’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
-400
Closed -$27.5K – 492
2024
Q4 		$27.5K Buy
+400
New +$26.9K 0.02% 277

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

Bank of Jackson Hole Trust's MGK Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 400 shares — an estimated $27.5K sold.

Bank of Jackson Hole Trust first reported a position in MGK in Q4 2024 and held it in 1 quarter. The position peaked at $27.5K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 400 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $27.5K.
  • Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Bank of Jackson Hole Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $27.5K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.