Destiny Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Destiny Wealth 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	-3,950	Closed	-$244K	–	197
2025 Q1	$244K	Buy	+3,950	New	+$267K	0.04%	145
2022 Q2	–	Sell	-155	Closed	-$6.24K	–	635
2022 Q1	$7K	Hold	155	–	–	﹤0.01%	450
2021 Q4	$8K	Buy	+155	New	+$7.85K	﹤0.01%	460

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

Destiny Wealth Partners's MGK Position: Q2 2025 in Review

Destiny Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 3,950 shares — an estimated $244K sold.

Destiny Wealth Partners first reported a position in MGK in Q4 2021 and held it in 3 quarters. The position peaked at $244K in Q1 2025. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Destiny Wealth Partners sold 3,950 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $244K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 3 quarters.
Destiny Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $244K in Q1 2025.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Destiny Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.