Coppell Advisory Solutions’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Coppell Advisory Solutions’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	-285	Closed	-$19.8K	–	1240
2024 Q4	$19.8K	Sell	285 -1,310	-82%	-$88.2K	﹤0.01%	891
2024 Q3	$102K	Buy	1,595 +1,340	+525%	+$83.6K	0.02%	394
2024 Q2	$16K	Buy	+255	New	+$14.9K	﹤0.01%	866
2023 Q4	$447K	Buy	8,620 +8,295	+2,552%	+$402K	0.09%	168
2023 Q3	$11.2K	Sell	325 -19,950	-98%	-$941K	﹤0.01%	590
2023 Q2	$940K	Sell	20,275 -1,145	-5%	-$49.3K	0.27%	86
2023 Q1	$860K	Buy	21,420 +21,095	+6,491%	+$799K	0.28%	91
2022 Q4	$11.2K	Buy	+325	New	+$11.6K	﹤0.01%	593

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

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

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

Coppell Advisory Solutions's MGK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 285 shares — an estimated $19.8K sold.

Coppell Advisory Solutions first reported a position in MGK in Q4 2022 and held it in 8 quarters. The position peaked at $940K in Q2 2023. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 285 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $19.8K.
Coppell Advisory Solutions first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Vanguard Morningstar Mega Cap Growth ETF position peaked at $940K in Q2 2023.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.