Belvedere Trading’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Belvedere Trading’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
2026 Q1	–	Sell	-3,000	Closed	-$248K	–	900
2025 Q4	$248K	Buy	+3,000	New	+$246K	﹤0.01%	421
2024 Q4	–	Sell	-1,000	Closed	-$64.4K	–	967
2024 Q3	$64.4K	Sell	1,000 -75,000	-99%	-$4.68M	﹤0.01%	506
2024 Q2	$4.78M	Buy	76,000 +66,000	+660%	+$3.85M	0.01%	55
2024 Q1	$573K	Buy	10,000 +6,500	+186%	+$359K	﹤0.01%	145
2023 Q4	$182K	Buy	+3,500	New	+$170K	﹤0.01%	371
2020 Q4	–	Sell	-1,500	Closed	-$56K	–	198
2020 Q3	$56K	Buy	+1,500	New	+$54K	﹤0.01%	41

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

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

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

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

Belvedere Trading's MGK Position: Q4 2024 in Review

Belvedere Trading sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2024, closing a stake of 15,560 shares — an estimated $1M sold.

Belvedere Trading first reported a position in MGK in Q4 2022 and held it in 4 quarters. The position peaked at $3.2M in Q2 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Belvedere Trading reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Belvedere Trading sold 15,560 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2024, an estimated $1M.
Belvedere Trading first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and held it in 4 quarters.
Belvedere Trading's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.2M in Q2 2024.
839 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2024.

Based on Belvedere Trading's 13F filing for Q4 2024, filed 31 Jan 2025.