Hilltop Holdings’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Hilltop Holdings’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	-48,510	Closed	-$3M	–	925
2025 Q1	$3M	Sell	48,510 -3,405	-7%	-$230K	0.19%	131
2024 Q4	$3.57M	Buy	51,915 +22,100	+74%	+$1.49M	0.23%	113
2024 Q3	$1.92M	Sell	29,815 -3,945	-12%	-$246K	0.12%	187
2024 Q2	$2.12M	Sell	33,760 -30,335	-47%	-$1.77M	0.25%	99
2024 Q1	$3.67M	Buy	+64,095	New	+$3.54M	0.38%	59
2023 Q4	–	Sell	-23,835	Closed	-$1.08M	–	612
2023 Q3	$1.08M	Sell	23,835 -9,965	-29%	-$470K	0.13%	196
2023 Q2	$1.59M	Buy	+33,800	New	+$1.46M	0.19%	131
2021 Q4	–	Sell	-96,125	Closed	-$4.51M	–	629
2021 Q3	$4.51M	Buy	+96,125	New	+$4.65M	0.49%	49

Other funds holding MGK

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

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

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

CAPTRUST Financial Advisors

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return