Kovitz Investment Group Partners
MGK icon

Kovitz Investment Group Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-13,420
Closed -$1.08M – 977
2025
Q3 		$1.08M Sell
13,420
-1,135
-8% -$87.1K ﹤0.01% 827
2025
Q2 		$1.07M Buy
14,555
+1,470
+11% +$96.9K ﹤0.01% 791
2025
Q1 		$808K Sell
13,085
-405
-3% -$27.3K ﹤0.01% 792
2024
Q4 		$927K Buy
13,490
+15
+0.1% +$1.01K ﹤0.01% 735
2024
Q3 		$868K Buy
13,475
+375
+3% +$23.4K 0.01% 658
2024
Q2 		$823K Hold
13,100
– – 0.01% 577
2024
Q1 		$751K Sell
13,100
-75
-0.6% -$4.14K 0.01% 453
2023
Q4 		$684K Sell
13,175
-300
-2% -$14.6K 0.01% 306
2023
Q3 		$611K Sell
13,475
-450
-3% -$21.2K 0.01% 313
2023
Q2 		$655K Sell
13,925
-75
-0.5% -$3.23K 0.01% 321
2023
Q1 		$573K Sell
14,000
-285
-2% -$10.8K 0.01% 336
2022
Q4 		$492K Hold
14,285
– – 0.01% 334
2022
Q3 		$498K Hold
14,285
– – 0.01% 323
2022
Q2 		$519K Hold
14,285
– – 0.01% 334
2022
Q1 		$673K Sell
14,285
-3,865
-21% -$179K 0.01% 320
2021
Q4 		$740K Buy
18,150
+3,000
+20% +$152K 0.02% 313
2021
Q3 		$711K Sell
15,150
-650
-4% -$31.4K 0.01% 328
2021
Q2 		$731K Sell
15,800
-1,875
-11% -$82.5K 0.01% 335
2021
Q1 		$732K Sell
17,675
-475
-3% -$19.6K 0.02% 311
2020
Q4 		$740K Sell
18,150
-2,125
-10% -$82.3K 0.02% 306
2020
Q3 		$752K Sell
20,275
-4,100
-17% -$148K 0.02% 286
2020
Q2 		$797K Sell
24,375
-8,075
-25% -$241K 0.02% 274
2020
Q1 		$825K Sell
32,450
-625
-2% -$18.1K 0.03% 259
2019
Q4 		$964K Sell
33,075
-75
-0.2% -$2.07K 0.03% 269
2019
Q3 		$880K Sell
33,150
-625
-2% -$16.5K 0.03% 275
2019
Q2 		$875K Sell
33,775
-35,950
-52% -$915K 0.03% 278
2019
Q1 		$1.73M Buy
+69,725
New +$1.64M 0.05% 211

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovitz Investment Group Partners's MGK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 13,420 shares — an estimated $1.08M sold.

Kovitz Investment Group Partners first reported a position in MGK in Q1 2019 and held it in 27 quarters. The position peaked at $1.73M in Q1 2019. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,420 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $1.08M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.73M in Q1 2019.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.