CWM
MGK icon

Congress Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Congress Wealth Management’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 		$12.8M Sell
174,720
-345
-0.2% -$22.7K 0.12% 195
2025
Q1 		$10.8M Buy
+175,065
New +$11.8M 0.13% 187

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

Congress Wealth Management's MGK Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.2% in Q2 2025, selling an estimated $22.7K and leaving 174,720 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #195.

Congress Wealth Management first reported a position in MGK in Q1 2025 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Congress Wealth Management held 174,720 shares of Vanguard Morningstar Mega Cap Growth ETF worth $12.8M as of Q2 2025.
  • Congress Wealth Management sold 345 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $22.7K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #195 holding.
  • Congress Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.