Column Capital Advisors’s Vanguard Morningstar 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%	735
2022 Q2	$0	Hold	10	–	–	﹤0.01%	730
2022 Q1	$0	Hold	10	–	–	﹤0.01%	776
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	732
2021 Q3	$0	Hold	10	–	–	﹤0.01%	737
2021 Q2	$0	Hold	10	–	–	﹤0.01%	730
2021 Q1	$0	Hold	10	–	–	﹤0.01%	729
2020 Q4	$0	Hold	10	–	–	﹤0.01%	725
2020 Q3	$0	Hold	10	–	–	﹤0.01%	792
2020 Q2	$0	Buy	+10	New	+$298	﹤0.01%	882

Other funds holding MGK

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Column Capital Advisors's MGK Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2023 at 10 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Column Capital Advisors first reported a position in MGK in Q2 2020 and has held it in 14 quarters since. The position peaked at $1K in Q4 2021. 579 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

Column Capital Advisors held 10 shares of Vanguard Morningstar Mega Cap Growth ETF worth $454 as of Q3 2023.
Column Capital Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2023.
Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #767 holding.
Column Capital Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1K in Q4 2021.
579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.