Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$16K	Sell	230 -865	-79%	-$58.2K	0.01%	311
2024 Q3	$70K	Sell	1,095 -125	-10%	-$7.8K	0.02%	429
2024 Q2	$76K	Sell	1,220 -355	-23%	-$20.7K	0.02%	401
2024 Q1	$90.5K	Buy	1,575 +380	+32%	+$21K	0.03%	365
2023 Q4	$62K	Sell	1,195 -5	-0.4%	-$243	0.02%	419
2023 Q3	$54.5K	Buy	+1,200	New	+$56.6K	0.02%	427
2023 Q1	$81K	Buy	+1,990	New	+$75.4K	0.03%	350
2022 Q4	–	Sell	-2,045	Closed	-$71K	–	795
2022 Q3	$71K	Buy	+2,045	New	+$80.5K	0.03%	327

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MGK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 79% in Q4 2024, selling an estimated $58.2K and leaving 230 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #311.

Householder Group Estate & Retirement Specialist first reported a position in MGK in Q3 2022 and has held it in 8 quarters since. The position peaked at $90.5K in Q1 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 230 shares of Vanguard Morningstar Mega Cap Growth ETF worth $16K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 865 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2024, an estimated $58.2K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #311 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Mega Cap Growth ETF position peaked at $90.5K in Q1 2024.
839 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.