Stonegate Investment Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Stonegate Investment Group’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	$817K	Buy	10,150 +2,635	+35%	+$202K	0.02%	199
2025 Q2	$550K	Buy	7,515 +1,050	+16%	+$69.2K	0.01%	235
2025 Q1	$399K	Hold	6,465	–	–	0.01%	245
2024 Q4	$444K	Hold	6,465	–	–	0.01%	225
2024 Q3	$416K	Hold	6,465	–	–	0.01%	255
2024 Q2	$406K	Sell	6,465 -2,775	-30%	-$162K	0.01%	250
2024 Q1	$530K	Buy	9,240 +930	+11%	+$51.3K	0.02%	210
2023 Q4	$431K	Hold	8,310	–	–	0.01%	222
2023 Q3	$377K	Sell	8,310 -435	-5%	-$20.5K	0.01%	220
2023 Q2	$412K	Hold	8,745	–	–	0.01%	217
2023 Q1	$358K	Hold	8,745	–	–	0.01%	234
2022 Q4	$301K	Sell	8,745 -890	-9%	-$31.9K	0.01%	243
2022 Q3	$336K	Hold	9,635	–	–	0.02%	215
2022 Q2	$350K	Buy	9,635 +5,265	+120%	+$212K	0.02%	217
2022 Q1	$206K	Buy	+4,370	New	+$202K	0.01%	244

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $8.4B AUM 51.89% 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

Stonegate Investment Group's MGK Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 35% in Q3 2025, buying an estimated $202K and bringing the position to 10,150 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #199.

Stonegate Investment Group first reported a position in MGK in Q1 2022 and has held it in 15 quarters since. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Stonegate Investment Group held 10,150 shares of Vanguard Morningstar Mega Cap Growth ETF worth $817K as of Q3 2025.
Stonegate Investment Group bought 2,635 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $202K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #199 holding.
Stonegate Investment Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.