SXL
MGK icon

Summit X LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Summit X LLC’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 		– Sell
-15,000
Closed -$1.1M – 154
2025
Q2 		$1.1M Buy
15,000
+8,750
+140% +$577K 0.2% 90
2025
Q1 		$386K Buy
6,250
+1,375
+28% +$92.8K 0.08% 146
2024
Q4 		$335K Sell
4,875
-500
-9% -$33.7K 0.07% 153
2024
Q3 		$338K Buy
+5,375
New +$335K 0.08% 145

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 $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Summit X LLC's MGK Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 15,000 shares — an estimated $1.1M sold.

Summit X LLC first reported a position in MGK in Q3 2024 and held it in 4 quarters. The position peaked at $1.1M in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 15,000 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $1.1M.
  • Summit X LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and held it in 4 quarters.
  • Summit X LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.1M in Q2 2025.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.