BDL
MGK icon

Bey-Douglas LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bey-Douglas LLC’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
-6,935
Closed -$476K – 47
2025
Q1 		$476K Hold
6,935
– – 0.43% 24
2024
Q4 		$476K Sell
6,935
-155
-2% -$10.4K 0.41% 23
2024
Q3 		$456K Sell
7,090
-675
-9% -$42.1K 0.4% 25
2024
Q2 		$505K Buy
7,765
+70
+0.9% +$4.08K 0.47% 25
2024
Q1 		$441K Buy
+7,695
New +$425K 0.42% 25

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bey-Douglas LLC's MGK Position: Q2 2025 in Review

Bey-Douglas LLC sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 6,935 shares — an estimated $476K sold.

Bey-Douglas LLC first reported a position in MGK in Q1 2024 and held it in 5 quarters. The position peaked at $505K in Q2 2024. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Bey-Douglas LLC reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Bey-Douglas LLC sold 6,935 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $476K.
  • Bey-Douglas LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 5 quarters.
  • Bey-Douglas LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $505K in Q2 2024.
  • 862 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Bey-Douglas LLC's 13F filing for Q2 2025, filed 24 Jul 2025.