PrairieView Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

PrairieView Partners’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	$727K	Hold	9,940	–	–	0.07%	75
2025 Q1	$614K	Hold	9,940	–	–	0.06%	80
2024 Q4	$682K	Hold	9,940	–	–	0.07%	76
2024 Q3	$640K	Hold	9,940	–	–	0.07%	79
2024 Q2	$624K	Sell	9,940 -25	-0.3%	-$1.46K	0.07%	79
2024 Q1	$572K	Hold	9,965	–	–	0.07%	73
2023 Q4	$517K	Hold	9,965	–	–	0.06%	75
2023 Q3	$452K	Hold	9,965	–	–	0.06%	76
2023 Q2	$468K	Buy	+9,965	New	+$429K	0.06%	80

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

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

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

PrairieView Partners's MGK Position: Q2 2025 in Review

PrairieView Partners held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2025 at 9,940 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #75.

PrairieView Partners first reported a position in MGK in Q2 2023 and has held it in 9 quarters since. 861 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

PrairieView Partners held 9,940 shares of Vanguard Morningstar Mega Cap Growth ETF worth $727K as of Q2 2025.
PrairieView Partners left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2025.
Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of PrairieView Partners's portfolio in Q2 2025, its #75 holding.
PrairieView Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 9 quarters since.
861 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.