Banque Pictet & Cie’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Banque Pictet & Cie’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 Q2	–	Sell	-9,270	Closed	-$573K	–	396
2025 Q1	$573K	Buy	+9,270	New	+$625K	﹤0.01%	283
2018 Q2	–	Sell	-16,745	Closed	-$376K	–	364
2018 Q1	$376K	Sell	16,745 -6,110	-27%	-$142K	0.01%	307
2017 Q4	$509K	Sell	22,855 -7,145	-24%	-$156K	0.01%	270
2017 Q3	$628K	Hold	30,000	–	–	0.01%	273
2017 Q2	$600K	Hold	30,000	–	–	0.01%	283
2017 Q1	$574K	Sell	30,000 -25,000	-45%	-$464K	0.01%	269
2016 Q4	$958K	Hold	55,000	–	–	0.02%	237
2016 Q3	$962K	Hold	55,000	–	–	0.02%	224
2016 Q2	$918K	Sell	55,000 -12,500	-19%	-$208K	0.02%	222
2016 Q1	$1.12M	Hold	67,500	–	–	0.03%	206
2015 Q4	$1.12M	Hold	67,500	–	–	0.03%	194
2015 Q3	$1.05M	Hold	67,500	–	–	0.03%	202
2015 Q2	$1.12M	Sell	67,500 -23,500	-26%	-$397K	0.09%	138
2015 Q1	$1.52M	Buy	91,000 +13,000	+17%	+$215K	0.04%	210
2014 Q4	$1.27M	Sell	78,000 -41,500	-35%	-$660K	0.03%	234
2014 Q3	$1.86M	Buy	119,500 +17,500	+17%	+$272K	0.05%	190
2014 Q2	$1.57M	Hold	102,000	–	–	0.04%	201
2014 Q1	$1.48M	Hold	102,000	–	–	0.04%	191
2013 Q4	$1.48M	Buy	+102,000	New	+$1.41M	0.04%	192

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

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

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

Banque Pictet & Cie's MGK Position: Q2 2025 in Review

Banque Pictet & Cie sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 9,270 shares — an estimated $573K sold.

Banque Pictet & Cie first reported a position in MGK in Q4 2013 and held it in 19 quarters. The position peaked at $1.86M in Q3 2014. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Banque Pictet & Cie reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Banque Pictet & Cie sold 9,270 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $573K.
Banque Pictet & Cie first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2013 and held it in 19 quarters.
Banque Pictet & Cie's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.86M in Q3 2014.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Banque Pictet & Cie's 13F filing for Q2 2025, filed 16 Jul 2025.