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Axiom Advisory’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Axiom Advisory’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
Q3 		$547K Buy
8,640
+25
+0.3% +$1.56K 0.01% 216
2024
Q2 		$503K Buy
+8,615
New +$503K 0.01% 218

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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Axiom Advisory's MGK Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 0.29% in Q3 2024, buying an estimated $1.56K and bringing the position to 8,640 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #216.

Axiom Advisory first reported a position in MGK in Q2 2024 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Axiom Advisory held 8,640 shares of Vanguard Morningstar Mega Cap Growth ETF worth $547K as of Q3 2024.
  • Axiom Advisory bought 25 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2024, an estimated $1.56K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #216 holding.
  • Axiom Advisory first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.