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Caldwell Sutter Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-240
Closed -$16.5K – 903
2024
Q4 		$16.5K Hold
240
– – 0.01% 504
2024
Q3 		$15.5K Hold
240
– – 0.01% 512
2024
Q2 		$15.1K Hold
240
– – 0.01% 513
2024
Q1 		$13.8K Hold
240
– – 0.01% 514
2023
Q4 		$12.5K Buy
+240
New +$11.6K 0.01% 518

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caldwell Sutter Capital's MGK Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 240 shares — an estimated $16.5K sold.

Caldwell Sutter Capital first reported a position in MGK in Q4 2023 and held it in 5 quarters. The position peaked at $16.5K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 240 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $16.5K.
  • Caldwell Sutter Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Caldwell Sutter Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $16.5K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.