Brophy Wealth Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Brophy 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 Q3	$22.4M	Buy	+347,660	New	+$21.7M	8.01%	1

Other funds holding MGK

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Brophy Wealth Management's MGK Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024: 347,660 shares worth $22.4M. The stake represents 8.01% of the portfolio and ranks #1 among its holdings.

747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

Brophy Wealth Management held 347,660 shares of Vanguard Morningstar Mega Cap Growth ETF worth $22.4M as of Q3 2024.
Vanguard Morningstar Mega Cap Growth ETF was a new Brophy Wealth Management position in Q3 2024.
Vanguard Morningstar Mega Cap Growth ETF made up 8.01% of Brophy Wealth Management's portfolio in Q3 2024, its #1 holding.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.