WP
MGK icon

WMS Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

WMS 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
Q1 		– Sell
-12,940
Closed -$889K – 167
2024
Q4 		$889K Hold
12,940
– – 0.05% 128
2024
Q3 		$833K Buy
12,940
+8,665
+203% +$540K 0.05% 127
2024
Q2 		$269K Buy
+4,275
New +$249K 0.02% 218
2024
Q1 		– Sell
-4,245
Closed -$220K – 273
2023
Q4 		$220K Sell
4,245
-4,470
-51% -$217K 0.02% 238
2023
Q3 		$395K Hold
8,715
– – 0.03% 178
2023
Q2 		$410K Buy
+8,715
New +$376K 0.03% 182

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return