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Summit Wealth Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Summit 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
-10,060
Closed -$810K – 216
2025
Q3 		$810K Hold
10,060
– – 0.15% 95
2025
Q2 		$737K Hold
10,060
– – 0.14% 100
2025
Q1 		$621K Hold
10,060
– – 0.13% 113
2024
Q4 		$691K Sell
10,060
-155
-2% -$10.4K 0.14% 102
2024
Q3 		$658K Hold
10,215
– – 0.13% 119
2024
Q2 		$642K Hold
10,215
– – 0.13% 110
2024
Q1 		$586K Sell
10,215
-415
-4% -$22.9K 0.12% 116
2023
Q4 		$552K Hold
10,630
– – 0.13% 109
2023
Q3 		$482K Hold
10,630
– – 0.12% 112
2023
Q2 		$500K Hold
10,630
– – 0.13% 104
2023
Q1 		$435K Buy
10,630
+5
+0% +$189 0.11% 117
2022
Q4 		$366K Sell
10,625
-335
-3% -$12K 0.1% 130
2022
Q3 		$382K Buy
10,960
+1,575
+17% +$62K 0.11% 110
2022
Q2 		$341K Sell
9,385
-1,110
-11% -$44.7K 0.09% 116
2022
Q1 		$494K Buy
10,495
+1,100
+12% +$51K 0.11% 96
2021
Q4 		$490K Buy
9,395
+250
+3% +$12.7K 0.11% 96
2021
Q3 		$430K Hold
9,145
– – 0.1% 96
2021
Q2 		$423K Buy
9,145
+100
+1% +$4.4K 0.1% 103
2021
Q1 		$375K Hold
9,045
– – 0.1% 102
2020
Q4 		$369K Sell
9,045
-1,245
-12% -$48.2K 0.1% 102
2020
Q3 		$382K Buy
10,290
+2,520
+32% +$90.8K 0.11% 104
2020
Q2 		$254K Buy
+7,770
New +$232K 0.08% 123
2020
Q1 		– Sell
-7,765
Closed -$226K – 122
2019
Q4 		$226K Buy
+7,765
New +$214K 0.08% 109

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Partners's MGK Position: Q4 2025 in Review

Summit Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 10,060 shares — an estimated $810K sold.

Summit Wealth Partners first reported a position in MGK in Q4 2019 and held it in 23 quarters. The position peaked at $810K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Summit Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 10,060 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $810K.
  • Summit Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2019 and held it in 23 quarters.
  • Summit Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $810K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.