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OneAscent Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

OneAscent Wealth 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
Q1 		– Sell
-8,190
Closed -$563K – 159
2024
Q4 		$563K Buy
8,190
+3,655
+81% +$246K 0.23% 50
2024
Q3 		$292K Buy
+4,535
New +$283K 0.11% 132

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
CAPTRUST Financial Advisors
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OneAscent Wealth Management's MGK Position: Q1 2025 in Review

OneAscent Wealth Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 8,190 shares — an estimated $563K sold.

OneAscent Wealth Management first reported a position in MGK in Q3 2024 and held it in 2 quarters. The position peaked at $563K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • OneAscent Wealth Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 8,190 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $563K.
  • OneAscent Wealth Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • OneAscent Wealth Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $563K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on OneAscent Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.