Imprint Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Imprint Wealth’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 Q1	$451K	Buy	+7,865	New	+$434K	0.11%	175

Other funds holding MGK

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Imprint Wealth's MGK Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2024: 7,865 shares worth $451K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Imprint Wealth held 7,865 shares of Vanguard Morningstar Mega Cap Growth ETF worth $451K as of Q1 2024.
Vanguard Morningstar Mega Cap Growth ETF was a new Imprint Wealth position in Q1 2024.
Vanguard Morningstar Mega Cap Growth ETF made up 0.11% of Imprint Wealth's portfolio in Q1 2024, its #175 holding.
709 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.