CCM
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Crew Capital Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Crew Capital 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 		– Sell
-3,850
Closed -$238K – 135
2025
Q1 		$238K Buy
+3,850
New +$260K 0.19% 130

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Bank of America
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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

Crew Capital Management's MGK Position: Q2 2025 in Review

Crew Capital Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 3,850 shares — an estimated $238K sold.

Crew Capital Management first reported a position in MGK in Q1 2025 and held it in 1 quarter. The position peaked at $238K in Q1 2025. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Crew Capital Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Crew Capital Management sold 3,850 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $238K.
  • Crew Capital Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Crew Capital Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $238K in Q1 2025.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.