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Patten Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Patten Group’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
Q2 		– Sell
-4,640
Closed -$287K – 260
2025
Q1 		$287K Sell
4,640
-855
-16% -$57.7K 0.07% 231
2024
Q4 		$377K Sell
5,495
-205
-4% -$13.8K 0.08% 207
2024
Q3 		$367K Sell
5,700
-25
-0.4% -$1.56K 0.08% 207
2024
Q2 		$360K Buy
5,725
+605
+12% +$35.3K 0.08% 203
2024
Q1 		$293K Buy
5,120
+320
+7% +$17.7K 0.07% 220
2023
Q4 		$249K Buy
4,800
+65
+1% +$3.15K 0.07% 217
2023
Q3 		$215K Sell
4,735
-230
-5% -$10.9K 0.06% 225
2023
Q2 		$234K Sell
4,965
-230
-4% -$9.91K 0.03% 223
2023
Q1 		$212K Buy
+5,195
New +$197K 0.06% 228
2022
Q4 		– Sell
-8,015
Closed -$282K – 240
2022
Q3 		$282K Sell
8,015
-40
-0.5% -$1.57K 0.1% 203
2022
Q2 		$309K Sell
8,055
-125
-2% -$5.03K 0.1% 194
2022
Q1 		$385K Sell
8,180
-520
-6% -$24.1K 0.11% 186
2021
Q4 		$454K Buy
8,700
+95
+1% +$4.81K 0.12% 176
2021
Q3 		$404K Buy
8,605
+1,145
+15% +$55.4K 0.12% 175
2021
Q2 		$345K Buy
7,460
+2,455
+49% +$108K 0.1% 191
2021
Q1 		$207K Sell
5,005
-240
-5% -$9.89K 0.07% 233
2020
Q4 		$214K Buy
+5,245
New +$203K 0.06% 224

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

Patten Group's MGK Position: Q2 2025 in Review

Patten Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 4,640 shares — an estimated $287K sold.

Patten Group first reported a position in MGK in Q4 2020 and held it in 17 quarters. The position peaked at $454K in Q4 2021. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Patten Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Patten Group sold 4,640 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2025, an estimated $287K.
  • Patten Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2020 and held it in 17 quarters.
  • Patten Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $454K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on Patten Group's 13F filing for Q2 2025, filed 30 Jul 2025.