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Girard Partners’s Vanguard 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 $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Girard Partners's MGK Position: Q1 2023 in Review

Girard Partners sold out of Vanguard 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. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

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

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