Trust Company of Vermont’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Trust Company of Vermont’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	$117K	Buy	1,415 +855	+153%	+$70.2K	﹤0.01%	429
2025 Q3	$45.1K	Hold	560	–	–	﹤0.01%	577
2025 Q2	$41K	Sell	560 -750	-57%	-$49.4K	﹤0.01%	573
2025 Q1	$80.9K	Hold	1,310	–	–	﹤0.01%	449
2024 Q4	$90K	Hold	1,310	–	–	﹤0.01%	441
2024 Q3	$84.4K	Hold	1,310	–	–	﹤0.01%	433
2024 Q2	$82.3K	Buy	1,310 +80	+7%	+$4.67K	﹤0.01%	425
2024 Q1	$70.5K	Buy	1,230 +480	+64%	+$26.5K	﹤0.01%	440
2023 Q4	$38.9K	Hold	750	–	–	﹤0.01%	459
2023 Q3	$34K	Hold	750	–	–	﹤0.01%	494
2023 Q2	$35.3K	Hold	750	–	–	﹤0.01%	519
2023 Q1	$30.7K	Hold	750	–	–	﹤0.01%	551
2022 Q4	$25.8K	Hold	750	–	–	﹤0.01%	552
2022 Q3	$26K	Hold	750	–	–	﹤0.01%	572
2022 Q2	$27K	Buy	+750	New	+$30.2K	﹤0.01%	548

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trust Company of Vermont's MGK Position: Q4 2025 in Review

Trust Company of Vermont increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 153% in Q4 2025, buying an estimated $70.2K and bringing the position to 1,415 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Trust Company of Vermont first reported a position in MGK in Q2 2022 and has held it in 15 quarters since. 981 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Trust Company of Vermont held 1,415 shares of Vanguard Morningstar Mega Cap Growth ETF worth $117K as of Q4 2025.
Trust Company of Vermont bought 855 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $70.2K.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #429 holding.
Trust Company of Vermont first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
981 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.