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Copley Financial Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Copley Financial Group’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 		– Sell
-515
Closed -$33.2K – 162
2024
Q3 		$33.2K Buy
+515
New +$32.1K 0.03% 116

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 $1.49B AUM 19.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copley Financial Group's MGK Position: Q4 2024 in Review

Copley Financial Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2024, closing a stake of 515 shares — an estimated $33.2K sold.

Copley Financial Group first reported a position in MGK in Q3 2024 and held it in 1 quarter. The position peaked at $33.2K in Q3 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

  • Copley Financial Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 515 Vanguard Mega Cap Growth ETF shares in Q4 2024, an estimated $33.2K.
  • Copley Financial Group first reported a position in Vanguard Mega Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Vanguard Mega Cap Growth ETF position peaked at $33.2K in Q3 2024.
  • 839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.