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Cadence Bank’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Cadence Bank’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
Q4 		– Sell
-5,730
Closed -$461K – 346
2025
Q3 		$461K Hold
5,730
– – 0.03% 240
2025
Q2 		$420K Hold
5,730
– – 0.03% 249
2025
Q1 		$354K Sell
5,730
-50
-0.9% -$3.37K 0.03% 256
2024
Q4 		$397K Buy
+5,780
New +$389K 0.03% 244

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cadence Bank's MGK Position: Q4 2025 in Review

Cadence Bank sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 5,730 shares — an estimated $461K sold.

Cadence Bank first reported a position in MGK in Q4 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Cadence Bank reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cadence Bank sold 5,730 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $461K.
  • Cadence Bank first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Cadence Bank's Vanguard Morningstar Mega Cap Growth ETF position peaked at $461K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.