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EnRich Financial Partners’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-135
Closed -$9.27K – 159
2024
Q4 		$9.27K Hold
135
– – ﹤0.01% 178
2024
Q3 		$8.69K Buy
+135
New +$8.42K ﹤0.01% 180

Other funds holding MGK

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CCWM
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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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EnRich Financial Partners's MGK Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 135 shares — an estimated $9.27K sold.

EnRich Financial Partners first reported a position in MGK in Q3 2024 and held it in 2 quarters. The position peaked at $9.27K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 135 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $9.27K.
  • EnRich Financial Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • EnRich Financial Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $9.27K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.