Jericho Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Jericho Financial’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	–	Sell	-3,090	Closed	-$249K	–	42
2025 Q3	$249K	Sell	3,090 -265	-8%	-$20.3K	0.15%	38
2025 Q2	$246K	Sell	3,355 -5	-0.1%	-$330	0.16%	40
2025 Q1	$207K	Sell	3,360 -40	-1%	-$2.7K	0.15%	40
2024 Q4	$233K	Buy	+3,400	New	+$229K	0.17%	39

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

Jericho Financial's MGK Position: Q4 2025 in Review

Jericho Financial sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 3,090 shares — an estimated $249K sold.

Jericho Financial first reported a position in MGK in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Jericho Financial reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Jericho Financial sold 3,090 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $249K.
Jericho Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 4 quarters.
Jericho Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $249K in Q3 2025.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Jericho Financial's 13F filing for Q4 2025, filed 21 Jan 2026.