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Wood Tarver Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-1,155
Closed -$84K – 440
2025
Q2 		$84K Hold
1,155
– – 0.03% 227
2025
Q1 		$71.4K Buy
1,155
+175
+18% +$11.8K 0.02% 237
2024
Q4 		$67K Buy
+980
New +$66K 0.02% 240

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wood Tarver Financial Group's MGK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 1,155 shares — an estimated $84K sold.

Wood Tarver Financial Group first reported a position in MGK in Q4 2024 and held it in 3 quarters. The position peaked at $84K in Q2 2025. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,155 Vanguard Mega Cap Growth ETF shares in Q3 2025, an estimated $84K.
  • Wood Tarver Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Vanguard Mega Cap Growth ETF position peaked at $84K in Q2 2025.
  • 901 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.