SPC Financial Inc’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

SPC Financial Inc’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 Q3	$8.41M	Buy	+104,510	New	+$8.02M	0.66%	37
2022 Q2	–	Sell	-196,505	Closed	-$9.25M	–	198
2022 Q1	$9.25M	Buy	196,505 +4,320	+2%	+$200K	1.07%	23
2021 Q4	$10M	Sell	192,185 -2,265	-1%	-$115K	1.12%	23
2021 Q3	$9.13M	Buy	194,450 +530	+0.3%	+$25.6K	1.13%	22
2021 Q2	$8.97M	Buy	193,920 +1,020	+0.5%	+$44.9K	1.09%	24
2021 Q1	$7.99M	Buy	192,900 +5,645	+3%	+$233K	1.05%	24
2020 Q4	$7.63M	Sell	187,255 -5,345	-3%	-$207K	1.07%	24
2020 Q3	$7.14M	Sell	192,600 -3,050	-2%	-$110K	1.23%	20
2020 Q2	$6.4M	Buy	195,650 +2,600	+1%	+$77.6K	1.33%	21
2020 Q1	$4.91M	Buy	+193,050	New	+$5.58M	1.25%	25

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

SPC Financial Inc's MGK Position: Q3 2025 in Review

SPC Financial Inc opened a new position in Vanguard Mega Cap Growth ETF (MGK) in Q3 2025: 104,510 shares worth $8.41M. The stake represents 0.66% of the portfolio and ranks #37 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in MGK as recently as Q1 2022.

SPC Financial Inc first reported a position in MGK in Q1 2020 and has held it in 10 quarters since. The position peaked at $10M in Q4 2021. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

SPC Financial Inc held 104,510 shares of Vanguard Mega Cap Growth ETF worth $8.41M as of Q3 2025.
Vanguard Mega Cap Growth ETF was a new SPC Financial Inc position in Q3 2025.
Vanguard Mega Cap Growth ETF made up 0.66% of SPC Financial Inc's portfolio in Q3 2025, its #37 holding.
SPC Financial Inc first reported a position in Vanguard Mega Cap Growth ETF in Q1 2020 and has held it in 10 quarters since.
SPC Financial Inc's Vanguard Mega Cap Growth ETF position peaked at $10M in Q4 2021.
901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.