EL
MGK icon

EMFO LLC’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

EMFO LLC’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
Q2 		$47.1K Sell
750
-1,000
-57% -$58.3K 0.04% 157
2024
Q1 		$100K Buy
1,750
+1,640
+1,491% +$90.5K 0.09% 124
2023
Q4 		$5.71K Buy
+110
New +$5.34K 0.01% 246

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EMFO LLC's MGK Position: Q2 2024 in Review

EMFO LLC reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 57% in Q2 2024, selling an estimated $58.3K and leaving 750 shares worth $47.1K. The position accounts for 0.04% of the portfolio, ranked #157.

EMFO LLC first reported a position in MGK in Q4 2023 and has held it in 3 quarters since. The position peaked at $100K in Q1 2024. 736 funds tracked by Wall St. Rank hold MGK as of Q2 2024.

  • EMFO LLC held 750 shares of Vanguard Morningstar Mega Cap Growth ETF worth $47.1K as of Q2 2024.
  • EMFO LLC sold 1,000 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2024, an estimated $58.3K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.04% of EMFO LLC's portfolio in Q2 2024, its #157 holding.
  • EMFO LLC first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • EMFO LLC's Vanguard Morningstar Mega Cap Growth ETF position peaked at $100K in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.