Deane Retirement Strategies’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Deane Retirement Strategies’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 Q3	–	Sell	-123,405	Closed	-$9.04M	–	79
2025 Q2	$9.04M	Buy	+123,405	New	+$8.13M	4.05%	9
2024 Q2	–	Sell	-102,925	Closed	-$5.9M	–	83
2024 Q1	$5.9M	Buy	+102,925	New	+$5.68M	3%	8
2023 Q3	–	Sell	-80,555	Closed	-$3.79M	–	66
2023 Q2	$3.79M	Sell	80,555 -151,295	-65%	-$6.52M	2.08%	14
2023 Q1	$9.47M	Buy	+231,850	New	+$8.79M	5.22%	4

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deane Retirement Strategies's MGK Position: Q3 2025 in Review

Deane Retirement Strategies sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 123,405 shares — an estimated $9.04M sold.

Deane Retirement Strategies first reported a position in MGK in Q1 2023 and held it in 4 quarters. The position peaked at $9.47M in Q1 2023. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Deane Retirement Strategies reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Deane Retirement Strategies sold 123,405 Vanguard Mega Cap Growth ETF shares in Q3 2025, an estimated $9.04M.
Deane Retirement Strategies first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 4 quarters.
Deane Retirement Strategies's Vanguard Mega Cap Growth ETF position peaked at $9.47M in Q1 2023.
901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

Based on Deane Retirement Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.