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Choate Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Choate Investment Advisors’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
2026
Q1 		$1.32M Hold
17,990
– – 0.03% 202
2025
Q4 		$1.49M Hold
17,990
– – 0.03% 193
2025
Q3 		$1.45M Hold
17,990
– – 0.03% 177
2025
Q2 		$1.32M Hold
17,990
– – 0.03% 174
2025
Q1 		$1.11M Buy
17,990
+7,000
+64% +$472K 0.03% 174
2024
Q4 		$755K Hold
10,990
– – 0.02% 220
2024
Q3 		$708K Hold
10,990
– – 0.02% 227
2024
Q2 		$691K Hold
10,990
– – 0.02% 223
2024
Q1 		$630K Buy
+10,990
New +$606K 0.02% 245

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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return