Fielder Capital Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Fielder Capital Group’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 Q4	–	Sell	-3,655	Closed	-$294K	–	292
2025 Q3	$294K	Hold	3,655	–	–	0.07%	178
2025 Q2	$268K	Hold	3,655	–	–	0.07%	175
2025 Q1	$226K	Hold	3,655	–	–	0.07%	189
2024 Q4	$251K	Hold	3,655	–	–	0.08%	167
2024 Q3	$235K	Hold	3,655	–	–	0.08%	170
2024 Q2	$230K	Hold	3,655	–	–	0.09%	152
2024 Q1	$210K	Buy	+3,655	New	+$202K	0.09%	159

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fielder Capital Group's MGK Position: Q4 2025 in Review

Fielder Capital Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 3,655 shares — an estimated $294K sold.

Fielder Capital Group first reported a position in MGK in Q1 2024 and held it in 7 quarters. The position peaked at $294K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Fielder Capital Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Fielder Capital Group sold 3,655 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $294K.
Fielder Capital Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2024 and held it in 7 quarters.
Fielder Capital Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $294K in Q3 2025.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Fielder Capital Group's 13F filing for Q4 2025, filed 10 Feb 2026.