Column Capital Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Column Capital 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
2023 Q3	$454	Hold	10	–	–	﹤0.01%	767
2023 Q2	$471	Hold	10	–	–	﹤0.01%	778
2023 Q1	$409	Hold	10	–	–	﹤0.01%	799
2022 Q4	$344	Hold	10	–	–	﹤0.01%	809
2022 Q3	$0	Hold	10	–	–	﹤0.01%	736
2022 Q2	$0	Hold	10	–	–	﹤0.01%	735
2022 Q1	$0	Hold	10	–	–	﹤0.01%	781
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	732
2021 Q3	$0	Hold	10	–	–	﹤0.01%	738
2021 Q2	$0	Hold	10	–	–	﹤0.01%	731
2021 Q1	$0	Hold	10	–	–	﹤0.01%	730
2020 Q4	$0	Hold	10	–	–	﹤0.01%	727
2020 Q3	$0	Hold	10	–	–	﹤0.01%	793
2020 Q2	$0	Buy	+10	New	+$298	﹤0.01%	886

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America

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

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

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return