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SMI Advisory Services’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

SMI Advisory Services’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
-2,675
Closed -$216K – 68
2025
Q3 		$216K Buy
+2,675
New +$205K 0.04% 51

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Bank of America
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HCM
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LPL Financial
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UBS Group
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CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMI Advisory Services's MGK Position: Q4 2025 in Review

SMI Advisory Services sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 2,675 shares — an estimated $216K sold.

SMI Advisory Services first reported a position in MGK in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 983 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • SMI Advisory Services reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • SMI Advisory Services sold 2,675 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $216K.
  • SMI Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • SMI Advisory Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $216K in Q3 2025.
  • 983 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on SMI Advisory Services's 13F filing for Q4 2025, filed 13 Jan 2026.