MSH Capital Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

MSH Capital Advisors’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	–	Sell	-3,350	Closed	-$230K	–	234
2024 Q4	$230K	Sell	3,350 -420	-11%	-$28.3K	0.07%	213
2024 Q3	$243K	Sell	3,770 -1,045	-22%	-$65.2K	0.07%	209
2024 Q2	$303K	Sell	4,815 -945	-16%	-$55.1K	0.1%	183
2024 Q1	$330K	Hold	5,760	–	–	0.12%	171
2023 Q4	$299K	Buy	+5,760	New	+$279K	0.11%	166

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MSH Capital Advisors's MGK Position: Q1 2025 in Review

MSH Capital Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 3,350 shares — an estimated $230K sold.

MSH Capital Advisors first reported a position in MGK in Q4 2023 and held it in 5 quarters. The position peaked at $330K in Q1 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

MSH Capital Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
MSH Capital Advisors sold 3,350 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $230K.
MSH Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and held it in 5 quarters.
MSH Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $330K in Q1 2024.
815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on MSH Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.