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Onyx Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Onyx Financial 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
Q4 		– Sell
-2,555
Closed -$206K – 19
2025
Q3 		$206K Buy
+2,555
New +$196K 0.09% 19
2024
Q4 		– Sell
-3,165
Closed -$204K – 15
2024
Q3 		$204K Buy
+3,165
New +$197K 0.11% 16

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Onyx Financial Advisors's MGK Position: Q4 2025 in Review

Onyx Financial Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 2,555 shares — an estimated $206K sold.

Onyx Financial Advisors first reported a position in MGK in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 979 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Onyx Financial Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Onyx Financial Advisors sold 2,555 Vanguard Mega Cap Growth ETF shares in Q4 2025, an estimated $206K.
  • Onyx Financial Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Onyx Financial Advisors's Vanguard Mega Cap Growth ETF position peaked at $206K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2025.

Based on Onyx Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.