Vertex Planning Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Vertex Planning 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	-4,900	Closed	-$394K	–	177
2025 Q3	$394K	Hold	4,900	–	–	0.08%	137
2025 Q2	$359K	Hold	4,900	–	–	0.07%	134
2025 Q1	$303K	Sell	4,900 -40	-0.8%	-$2.7K	0.07%	141
2024 Q4	$339K	Buy	4,940 +40	+0.8%	+$2.69K	0.07%	136
2024 Q3	$316K	Hold	4,900	–	–	0.08%	123
2024 Q2	$308K	Hold	4,900	–	–	0.08%	119
2024 Q1	$281K	Hold	4,900	–	–	0.08%	129
2023 Q4	$254K	Hold	4,900	–	–	0.08%	135
2023 Q3	$222K	Hold	4,900	–	–	0.08%	126
2023 Q2	$231K	Hold	4,900	–	–	0.08%	123
2023 Q1	$200K	Buy	+4,900	New	+$186K	0.08%	120

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

Vertex Planning Partners's MGK Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2025, closing a stake of 4,900 shares — an estimated $394K sold.

Vertex Planning Partners first reported a position in MGK in Q1 2023 and held it in 11 quarters. The position peaked at $394K in Q3 2025. 982 funds tracked by Wall St. Rank hold MGK as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 4,900 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2025, an estimated $394K.
Vertex Planning Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2023 and held it in 11 quarters.
Vertex Planning Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $394K in Q3 2025.
982 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.