Wilmington Savings Fund Society’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wilmington Savings Fund Society’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	-14,305	Closed	-$1.05M	–	1785
2025 Q2	$1.05M	Sell	14,305 -1,100	-7%	-$72.5K	0.02%	429
2025 Q1	$952K	Hold	15,405	–	–	0.02%	434
2024 Q4	$1.06M	Buy	+15,405	New	+$1.04M	0.02%	419

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Wilmington Savings Fund Society's MGK Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 14,305 shares — an estimated $1.05M sold.

Wilmington Savings Fund Society first reported a position in MGK in Q4 2024 and held it in 3 quarters. The position peaked at $1.06M in Q4 2024. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Wilmington Savings Fund Society reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 14,305 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $1.05M.
Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Wilmington Savings Fund Society's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.06M in Q4 2024.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.