EF
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Empowered Funds’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Empowered Funds’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
Q4 		– Sell
-85,220
Closed -$3.87M – 1296
2023
Q3 		$3.87M Buy
85,220
+44,385
+109% +$2.09M 0.11% 238
2023
Q2 		$1.92M Buy
+40,835
New +$1.76M 0.07% 408
2021
Q4 		– Sell
-186,195
Closed -$8.74M – 275
2021
Q3 		$8.74M Sell
186,195
-30,165
-14% -$1.46M 1.12% 20
2021
Q2 		$10M Buy
+216,360
New +$9.52M 1.27% 19
2020
Q4 		– Sell
-175,935
Closed -$6.52M – 200
2020
Q3 		$6.52M Buy
175,935
+66,320
+61% +$2.39M 2.04% 12
2020
Q2 		$3.58M Buy
+109,615
New +$3.27M 1.39% 12

Other funds holding MGK

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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
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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return