WH
MGK icon

Wallace Hart’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wallace Hart’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
Q3 		– Sell
-2,780
Closed -$204K – 51
2025
Q2 		$204K Buy
+2,780
New +$183K 0.16% 36

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
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

Wallace Hart's MGK Position: Q3 2025 in Review

Wallace Hart sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 2,780 shares — an estimated $204K sold.

Wallace Hart first reported a position in MGK in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • Wallace Hart reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wallace Hart sold 2,780 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $204K.
  • Wallace Hart first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Wallace Hart's Vanguard Morningstar Mega Cap Growth ETF position peaked at $204K in Q2 2025.
  • 901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Wallace Hart's 13F filing for Q3 2025, filed 4 Nov 2025.