Dixon Mitchell Investment Counsel’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Dixon Mitchell Investment Counsel’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	-250	Closed	-$17.2K	–	114
2024 Q4	$17.2K	Hold	250	–	–	﹤0.01%	83
2024 Q3	$16.1K	Hold	250	–	–	﹤0.01%	81
2024 Q2	$15.7K	Hold	250	–	–	﹤0.01%	101
2024 Q1	$14.3K	Buy	+250	New	+$13.8K	﹤0.01%	123

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Dixon Mitchell Investment Counsel's MGK Position: Q1 2025 in Review

Dixon Mitchell Investment Counsel sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 250 shares — an estimated $17.2K sold.

Dixon Mitchell Investment Counsel first reported a position in MGK in Q1 2024 and held it in 4 quarters. The position peaked at $17.2K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Dixon Mitchell Investment Counsel reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 250 Vanguard Mega Cap Growth ETF shares in Q1 2025, an estimated $17.2K.
Dixon Mitchell Investment Counsel first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 4 quarters.
Dixon Mitchell Investment Counsel's Vanguard Mega Cap Growth ETF position peaked at $17.2K in Q4 2024.
815 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2025.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.