Wellington Management Group
MGK icon

Wellington Management Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-391,385
Closed -$24.2M – 2008
2025
Q1 		$24.2M Buy
+391,385
New +$26.4M ﹤0.01% 899
2023
Q3 		– Sell
-8,215
Closed -$387K – 1855
2023
Q2 		$387K Sell
8,215
-4,657,155
-100% -$201M ﹤0.01% 1716
2023
Q1 		$191M Buy
+4,665,370
New +$177M 0.04% 403
2022
Q4 		– Sell
-397,000
Closed -$13.8M – 2066
2022
Q3 		$13.8M Buy
+397,000
New +$15.6M ﹤0.01% 1017

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group's MGK Position: Q2 2025 in Review

Wellington Management Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2025, closing a stake of 391,385 shares — an estimated $24.2M sold.

Wellington Management Group first reported a position in MGK in Q3 2022 and held it in 4 quarters. The position peaked at $191M in Q1 2023. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Wellington Management Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 391,385 Vanguard Mega Cap Growth ETF shares in Q2 2025, an estimated $24.2M.
  • Wellington Management Group first reported a position in Vanguard Mega Cap Growth ETF in Q3 2022 and held it in 4 quarters.
  • Wellington Management Group's Vanguard Mega Cap Growth ETF position peaked at $191M in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.