Camarda Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Camarda Financial Advisors’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	-7,235	Closed	-$582K	–	113
2025 Q3	$582K	Sell	7,235 -890	-11%	-$68.3K	0.21%	90
2025 Q2	$595K	Buy	+8,125	New	+$535K	0.23%	84
2015 Q3	–	Sell	-380	Closed	-$6K	–	194
2015 Q2	$6K	Buy	+380	New	+$6.42K	﹤0.01%	192

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Camarda Financial Advisors's MGK Position: Q4 2025 in Review

Camarda Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 7,235 shares — an estimated $582K sold.

Camarda Financial Advisors first reported a position in MGK in Q2 2015 and held it in 3 quarters. The position peaked at $595K in Q2 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Camarda Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Camarda Financial Advisors sold 7,235 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $582K.
Camarda Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2015 and held it in 3 quarters.
Camarda Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $595K in Q2 2025.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Camarda Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.