GP
MGK icon

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

Girard 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
2023
Q1 		– Sell
-53,210
Closed -$1.83M – 265
2022
Q4 		$1.83M Buy
+53,210
New +$1.91M 0.21% 105
2018
Q4 		– Sell
-3,410
Closed -$87K – 573
2018
Q3 		$87K Buy
+3,410
New +$85.1K 0.02% 356

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Girard Partners's MGK Position: Q1 2023 in Review

Girard Partners sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 53,210 shares — an estimated $1.83M sold.

Girard Partners first reported a position in MGK in Q3 2018 and held it in 2 quarters. The position peaked at $1.83M in Q4 2022. 540 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

  • Girard Partners reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Girard Partners sold 53,210 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2023, an estimated $1.83M.
  • Girard Partners first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2018 and held it in 2 quarters.
  • Girard Partners's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.83M in Q4 2022.
  • 540 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2023.

Based on Girard Partners's 13F filing for Q1 2023, filed 12 May 2023.