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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.91M Buy
+23,725
New +$1.82M 0.09% 248
2025
Q1 		$1.49M Buy
+24,165
New +$1.63M 0.09% 250

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MGK Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025: 23,725 shares worth $1.91M. The stake represents 0.09% of the portfolio and ranks #248 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MGK as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in MGK in Q1 2025 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 23,725 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.91M as of Q3 2025.
  • Vanguard Morningstar Mega Cap Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #248 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.