Capstone Triton Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Capstone Triton Financial 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
2024 Q4	$250K	Buy	3,640 +105	+3%	+$7.07K	0.16%	94
2024 Q3	$228K	Buy	3,535 +80	+2%	+$4.99K	0.15%	96
2024 Q2	$217K	Sell	3,455 -175	-5%	-$10.2K	0.15%	92
2024 Q1	$208K	Sell	3,630 -475	-12%	-$26.2K	0.15%	96
2023 Q4	$213K	Buy	+4,105	New	+$199K	0.16%	101
2023 Q3	–	Sell	-4,370	Closed	-$206K	–	105
2023 Q2	$206K	Buy	+4,370	New	+$188K	0.14%	103
2023 Q1	–	Sell	-5,840	Closed	-$201K	–	105
2022 Q4	$201K	Sell	5,840 -10	-0.2%	-$358	0.16%	100
2022 Q3	$204K	Buy	+5,850	New	+$230K	0.17%	93
2022 Q2	–	Sell	-37,065	Closed	-$1.53M	–	108
2022 Q1	$1.53M	Buy	+37,065	New	+$1.72M	1.07%	32
2021 Q4	–	Sell	-37,005	Closed	-$1.84M	–	109
2021 Q3	$1.84M	Sell	37,005 -21,240	-36%	-$1.03M	1.11%	25
2021 Q2	$2.69M	Sell	58,245 -5,805	-9%	-$255K	1.66%	16
2021 Q1	$2.65M	Sell	64,050 -815	-1%	-$33.6K	1.75%	18
2020 Q4	$2.64M	Buy	+64,865	New	+$2.51M	1.62%	15

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capstone Triton Financial Group's MGK Position: Q4 2024 in Review

Capstone Triton Financial Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3% in Q4 2024, buying an estimated $7.07K and bringing the position to 3,640 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #94.

Capstone Triton Financial Group first reported a position in MGK in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.69M in Q2 2021. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Capstone Triton Financial Group held 3,640 shares of Vanguard Morningstar Mega Cap Growth ETF worth $250K as of Q4 2024.
Capstone Triton Financial Group bought 105 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2024, an estimated $7.07K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.16% of Capstone Triton Financial Group's portfolio in Q4 2024, its #94 holding.
Capstone Triton Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
Capstone Triton Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.69M in Q2 2021.
839 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.