HFS
MGK icon

Heritage Financial Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Heritage Financial 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
Q4 		$210K Sell
2,545
-80
-3% -$6.57K 0.02% 121
2025
Q3 		$211K Buy
+2,625
New +$201K 0.02% 127

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Financial Services's MGK Position: Q4 2025 in Review

Heritage Financial Services reduced its Vanguard Mega Cap Growth ETF (MGK) stake by 3% in Q4 2025, selling an estimated $6.57K and leaving 2,545 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #121.

Heritage Financial Services first reported a position in MGK in Q3 2025 and has held it in 2 quarters since. The position peaked at $211K in Q3 2025. 979 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Heritage Financial Services held 2,545 shares of Vanguard Mega Cap Growth ETF worth $210K as of Q4 2025.
  • Heritage Financial Services sold 80 Vanguard Mega Cap Growth ETF shares in Q4 2025, an estimated $6.57K.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #121 holding.
  • Heritage Financial Services first reported a position in Vanguard Mega Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Heritage Financial Services's Vanguard Mega Cap Growth ETF position peaked at $211K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.