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EWG Elevate’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

EWG Elevate’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 		$1.82M Buy
+22,630
New +$1.74M 0.57% 53
2023
Q1 		– Sell
-495
Closed -$17K – 483
2022
Q4 		$17K Buy
+495
New +$17.7K 0.01% 316

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWG Elevate's MGK Position: Q3 2025 in Review

EWG Elevate opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025: 22,630 shares worth $1.82M. The stake represents 0.57% of the portfolio and ranks #53 among its holdings. This is a return to the name: EWG Elevate previously reported a position in MGK as recently as Q4 2022.

EWG Elevate first reported a position in MGK in Q4 2022 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • EWG Elevate held 22,630 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.82M as of Q3 2025.
  • Vanguard Morningstar Mega Cap Growth ETF was a new EWG Elevate position in Q3 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.57% of EWG Elevate's portfolio in Q3 2025, its #53 holding.
  • EWG Elevate first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.