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Brooklyn Investment Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Brooklyn Investment Group’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
Q3 		– Sell
-1,090
Closed -$79.8K – 1886
2025
Q2 		$79.8K Hold
1,090
– – 0.01% 1069
2025
Q1 		$67.3K Buy
1,090
+140
+15% +$9.45K 0.01% 655
2024
Q4 		$65.2K Buy
+950
New +$63.9K 0.02% 467

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 $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brooklyn Investment Group's MGK Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 1,090 shares — an estimated $79.8K sold.

Brooklyn Investment Group first reported a position in MGK in Q4 2024 and held it in 3 quarters. The position peaked at $79.8K in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 1,090 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $79.8K.
  • Brooklyn Investment Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $79.8K in Q2 2025.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.