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

Triad 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	-3,960	Closed	-$319K	–	473
2025 Q3	$319K	Buy	+3,960	New	+$304K	0.04%	283
2024 Q3	–	Sell	-385	Closed	-$24.2K	–	564
2024 Q2	$24.2K	Buy	+385	New	+$22.5K	0.01%	318

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Triad Wealth Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 3,960 shares — an estimated $319K sold.

Triad Wealth Partners first reported a position in MGK in Q2 2024 and held it in 2 quarters. The position peaked at $319K in Q3 2025. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Triad Wealth Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 3,960 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $319K.
Triad Wealth Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $319K in Q3 2025.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.