Founders Financial Alliance’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Founders Financial Alliance’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	-370	Closed	-$25.4K	–	635
2024 Q4	$25.4K	Hold	370	–	–	0.01%	426
2024 Q3	$23.8K	Hold	370	–	–	0.01%	439
2024 Q2	$23.3K	Hold	370	–	–	0.01%	429
2024 Q1	$21.2K	Buy	370 +85	+30%	+$4.69K	0.01%	444
2023 Q4	$14.8K	Hold	285	–	–	0.01%	412
2023 Q3	$12.9K	Buy	+285	New	+$13.4K	0.01%	403
2023 Q2	–	Sell	-285	Closed	-$11.7K	–	515
2023 Q1	$11.7K	Hold	285	–	–	0.01%	396
2022 Q4	$9.81K	Hold	285	–	–	﹤0.01%	422
2022 Q3	$10K	Buy	+285	New	+$11.2K	0.01%	418
2022 Q2	–	Sell	-285	Closed	-$13K	–	529
2022 Q1	$13K	Hold	285	–	–	0.01%	377
2021 Q4	$15K	Buy	+285	New	+$14.4K	0.01%	410
2021 Q3	–	Sell	-285	Closed	-$13K	–	472
2021 Q2	$13K	Hold	285	–	–	0.01%	407
2021 Q1	$12K	Hold	285	–	–	0.01%	394
2020 Q4	$12K	Hold	285	–	–	0.01%	360
2020 Q3	$11K	Buy	+285	New	+$10.3K	0.01%	744

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Founders Financial Alliance's MGK Position: Q1 2025 in Review

Founders Financial Alliance sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 370 shares — an estimated $25.4K sold.

Founders Financial Alliance first reported a position in MGK in Q3 2020 and held it in 15 quarters. The position peaked at $25.4K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Founders Financial Alliance reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Founders Financial Alliance sold 370 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $25.4K.
Founders Financial Alliance first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 15 quarters.
Founders Financial Alliance's Vanguard Morningstar Mega Cap Growth ETF position peaked at $25.4K in Q4 2024.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Founders Financial Alliance's 13F filing for Q1 2025, filed 12 May 2025.