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

Cassady Schiller 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	$550K	Hold	8,015	–	–	0.2%	65
2024 Q3	$516K	Hold	8,015	–	–	0.19%	69
2024 Q2	$504K	Buy	8,015 +5,160	+181%	+$301K	0.2%	65
2024 Q1	$164K	Hold	2,855	–	–	0.07%	130
2023 Q4	$148K	Hold	2,855	–	–	0.07%	129
2023 Q3	$130K	Hold	2,855	–	–	0.07%	131
2023 Q2	$134K	Hold	2,855	–	–	0.07%	128
2023 Q1	$117K	Hold	2,855	–	–	0.05%	136
2022 Q4	$98.3K	Buy	+2,855	New	+$102K	0.06%	135

Other funds holding MGK

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's MGK Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q4 2024 at 8,015 shares worth $550K. The position accounts for 0.2% of the portfolio, ranked #65.

Cassady Schiller Wealth Management first reported a position in MGK in Q4 2022 and has held it in 9 quarters since. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Cassady Schiller Wealth Management held 8,015 shares of Vanguard Mega Cap Growth ETF worth $550K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard Mega Cap Growth ETF share count unchanged in Q4 2024.
Vanguard Mega Cap Growth ETF made up 0.2% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #65 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.