Highline Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Highline Wealth 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	-1,875	Closed	-$116K	–	1009
2025 Q1	$116K	Hold	1,875	–	–	0.04%	106
2024 Q4	$129K	Hold	1,875	–	–	0.04%	102
2024 Q3	$121K	Hold	1,875	–	–	0.04%	109
2024 Q2	$118K	Hold	1,875	–	–	0.04%	107
2024 Q1	$107K	Hold	1,875	–	–	0.04%	109
2023 Q4	$97.3K	Buy	+1,875	New	+$91K	0.05%	108

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

Highline Wealth Partners's MGK Position: Q2 2025 in Review

Highline Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 1,875 shares — an estimated $116K sold.

Highline Wealth Partners first reported a position in MGK in Q4 2023 and held it in 6 quarters. The position peaked at $129K in Q4 2024. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

Highline Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Highline Wealth Partners sold 1,875 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $116K.
Highline Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 6 quarters.
Highline Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $129K in Q4 2024.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.