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Fiduciary Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Fiduciary Trust’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
-10,280
Closed -$635K – 849
2025
Q1 		$635K Hold
10,280
– – 0.01% 482
2024
Q4 		$706K Buy
+10,280
New +$692K 0.01% 425

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
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

Fiduciary Trust's MGK Position: Q2 2025 in Review

Fiduciary Trust sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 10,280 shares — an estimated $635K sold.

Fiduciary Trust first reported a position in MGK in Q4 2024 and held it in 2 quarters. The position peaked at $706K in Q4 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Fiduciary Trust reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Trust sold 10,280 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $635K.
  • Fiduciary Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Fiduciary Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $706K in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.