Kestra Investment Management
MGK icon

Kestra Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Kestra Investment Management’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
-770
Closed -$47.6K – 883
2025
Q1 		$47.6K Buy
770
+760
+7,600% +$51.3K ﹤0.01% 477
2024
Q4 		$687 Buy
+10
New +$673 ﹤0.01% 1118

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Bank of America
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CAPTRUST Financial Advisors
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Howard Capital Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Investment Management's MGK Position: Q2 2025 in Review

Kestra Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 770 shares — an estimated $47.6K sold.

Kestra Investment Management first reported a position in MGK in Q4 2024 and held it in 2 quarters. The position peaked at $47.6K in Q1 2025. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Kestra Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 770 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $47.6K.
  • Kestra Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $47.6K in Q1 2025.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.