APWM
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Anchor Pointe Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Anchor Pointe Wealth Management’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
2024
Q4 		$6.94M Buy
+100,030
New +$6.73M 9.02% 1

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Anchor Pointe Wealth Management's MGK Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2024: 100,030 shares worth $6.94M. The stake represents 9.02% of the portfolio and ranks #1 among its holdings.

839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

  • Anchor Pointe Wealth Management held 100,030 shares of Vanguard Morningstar Mega Cap Growth ETF worth $6.94M as of Q4 2024.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Vanguard Morningstar Mega Cap Growth ETF made up 9.02% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #1 holding.
  • 839 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.