Premier Path Wealth Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Premier Path Wealth 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 Q4	–	Sell	-30,300	Closed	-$2.44M	–	408
2025 Q3	$2.44M	Buy	30,300 +260	+0.9%	+$20K	0.31%	70
2025 Q2	$2.2M	Hold	30,040	–	–	0.31%	74
2025 Q1	$1.86M	Buy	30,040 +10,515	+54%	+$709K	0.29%	83
2024 Q4	$1.34M	Buy	19,525 +5	+0%	+$337	0.2%	112
2024 Q3	$1.26M	Buy	19,520 +4,735	+32%	+$295K	0.2%	126
2024 Q2	$929K	Buy	+14,785	New	+$863K	0.16%	151

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Premier Path Wealth Partners's MGK Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 30,300 shares — an estimated $2.44M sold.

Premier Path Wealth Partners first reported a position in MGK in Q2 2024 and held it in 6 quarters. The position peaked at $2.44M in Q3 2025. 979 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Premier Path Wealth Partners reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 30,300 Vanguard Mega Cap Growth ETF shares in Q4 2025, an estimated $2.44M.
Premier Path Wealth Partners first reported a position in Vanguard Mega Cap Growth ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's Vanguard Mega Cap Growth ETF position peaked at $2.44M in Q3 2025.
979 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.