Hexagon Capital Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Hexagon Capital Partners’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	-2,000	Closed	-$124K	–	1053
2025 Q1	$124K	Hold	2,000	–	–	0.02%	280
2024 Q4	$137K	Sell	2,000 -390	-16%	-$26.2K	0.03%	271
2024 Q3	$154K	Hold	2,390	–	–	0.03%	246
2024 Q2	$150K	Hold	2,390	–	–	0.03%	242
2024 Q1	$137K	Hold	2,390	–	–	0.03%	252
2023 Q4	$124K	Hold	2,390	–	–	0.03%	259
2023 Q3	$108K	Buy	+2,390	New	+$113K	0.03%	242

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

Hexagon Capital Partners's MGK Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 2,000 shares — an estimated $124K sold.

Hexagon Capital Partners first reported a position in MGK in Q3 2023 and held it in 7 quarters. The position peaked at $154K in Q3 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Hexagon Capital Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 2,000 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $124K.
Hexagon Capital Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 7 quarters.
Hexagon Capital Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $154K in Q3 2024.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.