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Goepper Burkhardt’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Goepper Burkhardt’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
2022
Q1 		– Sell
-4,225
Closed -$220K – 70
2021
Q4 		$220K Buy
+4,225
New +$214K 0.13% 62

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goepper Burkhardt's MGK Position: Q1 2022 in Review

Goepper Burkhardt sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 4,225 shares — an estimated $220K sold.

Goepper Burkhardt first reported a position in MGK in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • Goepper Burkhardt reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Goepper Burkhardt sold 4,225 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $220K.
  • Goepper Burkhardt first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Goepper Burkhardt's Vanguard Morningstar Mega Cap Growth ETF position peaked at $220K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on Goepper Burkhardt's 13F filing for Q1 2022, filed 21 Apr 2022.