Carmel Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Carmel Capital Partners’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 Q2	–	Sell	-3,585	Closed	-$221K	–	167
2025 Q1	$221K	Hold	3,585	–	–	0.09%	136
2024 Q4	$246K	Hold	3,585	–	–	0.1%	132
2024 Q3	$231K	Hold	3,585	–	–	0.09%	151
2024 Q2	$225K	Hold	3,585	–	–	0.1%	140
2024 Q1	$205K	Buy	+3,585	New	+$198K	0.09%	152
2022 Q1	–	Sell	-10,460	Closed	-$546K	–	133
2021 Q4	$546K	Buy	+10,460	New	+$530K	0.41%	60

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carmel Capital Partners's MGK Position: Q2 2025 in Review

Carmel Capital Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 3,585 shares — an estimated $221K sold.

Carmel Capital Partners first reported a position in MGK in Q4 2021 and held it in 6 quarters. The position peaked at $546K in Q4 2021. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Carmel Capital Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Carmel Capital Partners sold 3,585 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $221K.
Carmel Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Carmel Capital Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $546K in Q4 2021.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Carmel Capital Partners's 13F filing for Q2 2025, filed 29 Jul 2025.