Redmont Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Redmont Wealth 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	$4.13K	Hold	50	–	–	0.01%	252
2025 Q3	$4.02K	Hold	50	–	–	0.01%	265
2025 Q2	$3.66K	Sell	50 -475	-90%	-$31.3K	0.01%	269
2025 Q1	$32.4K	Buy	+525	New	+$35.4K	0.06%	87
2024 Q4	–	Sell	-550	Closed	-$35.4K	–	205
2024 Q3	$35.4K	Hold	550	–	–	0.05%	106
2024 Q2	$34.6K	Buy	+550	New	+$32.1K	0.05%	103

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Redmont Wealth Advisors's MGK Position: Q4 2025 in Review

Redmont Wealth Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q4 2025 at 50 shares worth $4.13K. The position accounts for 0.01% of the portfolio, ranked #252.

Redmont Wealth Advisors first reported a position in MGK in Q2 2024 and has held it in 6 quarters since. The position peaked at $35.4K in Q3 2024. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Redmont Wealth Advisors held 50 shares of Vanguard Morningstar Mega Cap Growth ETF worth $4.13K as of Q4 2025.
Redmont Wealth Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q4 2025.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #252 holding.
Redmont Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $35.4K in Q3 2024.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.