Global Financial Private Client’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Global Financial Private Client’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	-260	Closed	-$16.1K	–	1041
2025 Q1	$16.1K	Hold	260	–	–	0.01%	485
2024 Q4	$17.9K	Hold	260	–	–	0.01%	448
2024 Q3	$16.7K	Hold	260	–	–	0.01%	460
2024 Q2	$16.3K	Hold	260	–	–	0.01%	398
2024 Q1	$14.9K	Hold	260	–	–	0.01%	421
2023 Q4	$13.5K	Hold	260	–	–	0.01%	422
2023 Q3	$11.9K	Hold	260	–	–	0.01%	415
2023 Q2	$12.2K	Buy	+260	New	+$11.2K	0.01%	413

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

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

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

Global Financial Private Client's MGK Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 260 shares — an estimated $16.1K sold.

Global Financial Private Client first reported a position in MGK in Q2 2023 and held it in 8 quarters. The position peaked at $17.9K in Q4 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 260 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $16.1K.
Global Financial Private Client first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and held it in 8 quarters.
Global Financial Private Client's Vanguard Morningstar Mega Cap Growth ETF position peaked at $17.9K in Q4 2024.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.