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Buckingham Strategic Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.09M Hold
17,350
– – 0.01% 323
2024
Q1 		$995K Hold
17,350
– – 0.01% 338
2023
Q4 		$901K Buy
17,350
+200
+1% +$9.7K 0.01% 338
2023
Q3 		$778K Hold
17,150
– – 0.01% 334
2023
Q2 		$807K Buy
+17,150
New +$739K 0.01% 324

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buckingham Strategic Wealth's MGK Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q2 2024 at 17,350 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #323.

Buckingham Strategic Wealth first reported a position in MGK in Q2 2023 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • Buckingham Strategic Wealth held 17,350 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.09M as of Q2 2024.
  • Buckingham Strategic Wealth left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q2 2024.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #323 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and has held it in 5 quarters since.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.