Harvest Investment Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Harvest Investment Services’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	–	Sell	-5,010	Closed	-$367K	–	358
2025 Q2	$367K	Buy	+5,010	New	+$330K	0.08%	232

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harvest Investment Services's MGK Position: Q3 2025 in Review

Harvest Investment Services sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 5,010 shares — an estimated $367K sold.

Harvest Investment Services first reported a position in MGK in Q2 2025 and held it in 1 quarter. The position peaked at $367K in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Harvest Investment Services reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Harvest Investment Services sold 5,010 Vanguard Mega Cap Growth ETF shares in Q3 2025, an estimated $367K.
Harvest Investment Services first reported a position in Vanguard Mega Cap Growth ETF in Q2 2025 and held it in 1 quarter.
Harvest Investment Services's Vanguard Mega Cap Growth ETF position peaked at $367K in Q2 2025.
901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.