CCA
MGK icon

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

Criterion 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
2024
Q4 		$34.2K Hold
545
– – 0.02% 168
2024
Q3 		$34.2K Hold
545
– – 0.02% 168
2024
Q2 		$34.2K Hold
545
– – 0.02% 168
2024
Q1 		$31.2K Sell
545
-175
-24% -$9.66K 0.02% 175
2023
Q4 		$37.4K Buy
+720
New +$34.9K 0.03% 160

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

Criterion Capital Advisors's MGK Position: Q4 2024 in Review

Criterion Capital Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q4 2024 at 545 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #168.

Criterion Capital Advisors first reported a position in MGK in Q4 2023 and has held it in 5 quarters since. The position peaked at $37.4K in Q4 2023. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

  • Criterion Capital Advisors held 545 shares of Vanguard Mega Cap Growth ETF worth $34.2K as of Q4 2024.
  • Criterion Capital Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q4 2024.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #168 holding.
  • Criterion Capital Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Vanguard Mega Cap Growth ETF position peaked at $37.4K in Q4 2023.
  • 839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.