CWM
MGK icon

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

Campbell 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 		$677K Buy
9,865
+230
+2% +$15.5K 0.06% 36
2024
Q3 		$620K Buy
+9,635
New +$601K 0.06% 28
2024
Q2 		– Sell
-9,635
Closed -$552K – 76
2024
Q1 		$552K Buy
9,635
+1,080
+13% +$59.6K 0.05% 40
2023
Q4 		$444K Buy
8,555
+375
+5% +$18.2K 0.05% 34
2023
Q3 		$371K Sell
8,180
-125
-2% -$5.9K 0.05% 44
2023
Q2 		$391K Sell
8,305
-605
-7% -$26.1K 0.05% 40
2023
Q1 		$364K Sell
8,910
-1,645
-16% -$62.3K 0.05% 43
2022
Q4 		$363K Hold
10,555
– – 0.05% 44
2022
Q3 		$368K Buy
10,555
+185
+2% +$7.28K 0.05% 42
2022
Q2 		$377K Hold
10,370
– – 0.05% 32
2022
Q1 		$488K Buy
10,370
+1,500
+17% +$69.5K 0.06% 32
2021
Q4 		$463K Buy
8,870
+1,575
+22% +$79.8K 0.05% 34
2021
Q3 		$343K Hold
7,295
– – 0.05% 41
2021
Q2 		$338K Buy
7,295
+475
+7% +$20.9K 0.05% 40
2021
Q1 		$282K Buy
6,820
+1,245
+22% +$51.3K 0.04% 47
2020
Q4 		$227K Buy
+5,575
New +$216K 0.03% 56
2020
Q3 		– Sell
-5,070
Closed -$166K – 240
2020
Q2 		$166K Buy
+5,070
New +$151K 0.03% 64

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return

Campbell Wealth Management's MGK Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Mega Cap Growth ETF (MGK) stake by 2.4% in Q4 2024, buying an estimated $15.5K and bringing the position to 9,865 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #36.

Campbell Wealth Management first reported a position in MGK in Q2 2020 and has held it in 17 quarters since. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

  • Campbell Wealth Management held 9,865 shares of Vanguard Mega Cap Growth ETF worth $677K as of Q4 2024.
  • Campbell Wealth Management bought 230 Vanguard Mega Cap Growth ETF shares in Q4 2024, an estimated $15.5K.
  • Vanguard Mega Cap Growth ETF made up 0.06% of Campbell Wealth Management's portfolio in Q4 2024, its #36 holding.
  • Campbell Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and has held it in 17 quarters since.
  • 839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.