TF
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Tenon Financial’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Tenon Financial’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
-2,655
Closed -$214K – 52
2025
Q3 		$214K Buy
+2,655
New +$204K 0.11% 48

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

Tenon Financial's MGK Position: Q4 2025 in Review

Tenon Financial sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 2,655 shares — an estimated $214K sold.

Tenon Financial first reported a position in MGK in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Tenon Financial reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tenon Financial sold 2,655 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $214K.
  • Tenon Financial first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Tenon Financial's Vanguard Morningstar Mega Cap Growth ETF position peaked at $214K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Tenon Financial's 13F filing for Q4 2025, filed 16 Jan 2026.