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Lane & Associates’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lane & Associates’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
Q1 		$570K Hold
9,225
– – 0.31% 55
2024
Q4 		$642K Buy
9,225
+3,120
+51% +$210K 0.33% 52
2024
Q3 		$393K Buy
+6,105
New +$381K 0.21% 74

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 $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lane & Associates's MGK Position: Q1 2025 in Review

Lane & Associates held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2025 at 9,225 shares worth $570K. The position accounts for 0.31% of the portfolio, ranked #55.

Lane & Associates first reported a position in MGK in Q3 2024 and has held it in 3 quarters since. The position peaked at $642K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Lane & Associates held 9,225 shares of Vanguard Morningstar Mega Cap Growth ETF worth $570K as of Q1 2025.
  • Lane & Associates left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.31% of Lane & Associates's portfolio in Q1 2025, its #55 holding.
  • Lane & Associates first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Lane & Associates's Vanguard Morningstar Mega Cap Growth ETF position peaked at $642K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.