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Vantage Financial Partners (Wisconsin)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$826K Sell
10,000
-220
-2% -$18.1K 0.17% 79
2025
Q3 		$822K Buy
10,220
+10
+0.1% +$767 0.17% 76
2025
Q2 		$748K Sell
10,210
-360
-3% -$23.7K 0.17% 83
2025
Q1 		$653K Buy
10,570
+10
+0.1% +$675 0.16% 85
2024
Q4 		$725K Buy
10,560
+15
+0.1% +$1.01K 0.18% 77
2024
Q3 		$679K Buy
10,545
+20
+0.2% +$1.25K 0.17% 86
2024
Q2 		$661K Sell
10,525
-1,410
-12% -$82.3K 0.17% 65
2024
Q1 		$684K Buy
11,935
+15
+0.1% +$828 0.18% 61
2023
Q4 		$619K Buy
11,920
+20
+0.2% +$970 0.18% 60
2023
Q3 		$540K Sell
11,900
-600
-5% -$28.3K 0.21% 34
2023
Q2 		$588K Buy
12,500
+15
+0.1% +$646 0.22% 31
2023
Q1 		$511K Buy
12,485
+15
+0.1% +$568 0.2% 41
2022
Q4 		$429K Sell
12,470
-1,120
-8% -$40.1K 0.26% 36
2022
Q3 		$474K Buy
13,590
+5
+0% +$197 0.32% 29
2022
Q2 		$494K Sell
13,585
-1,690
-11% -$68K 0.29% 24
2022
Q1 		$719K Buy
15,275
+15
+0.1% +$695 0.37% 19
2021
Q4 		$796K Buy
+15,260
New +$773K 0.31% 23

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

Vantage Financial Partners (Wisconsin)'s MGK Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.2% in Q4 2025, selling an estimated $18.1K and leaving 10,000 shares worth $826K. The position accounts for 0.17% of the portfolio, ranked #79.

Vantage Financial Partners (Wisconsin) first reported a position in MGK in Q4 2021 and has held it in 17 quarters since. 980 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 10,000 shares of Vanguard Morningstar Mega Cap Growth ETF worth $826K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 220 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $18.1K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.17% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #79 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.