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Institutional & Family Asset Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-390
Closed -$18.4K – 743
2023
Q2 		$18.4K Buy
+390
New +$16.8K ﹤0.01% 320
2020
Q3 		– Sell
-185
Closed -$6K – 872
2020
Q2 		$6K Buy
+185
New +$5.52K ﹤0.01% 562

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's MGK Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q3 2023, closing a stake of 390 shares — an estimated $18.4K sold.

Institutional & Family Asset Management first reported a position in MGK in Q2 2020 and held it in 2 quarters. The position peaked at $18.4K in Q2 2023. 580 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 390 Vanguard Mega Cap Growth ETF shares in Q3 2023, an estimated $18.4K.
  • Institutional & Family Asset Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Vanguard Mega Cap Growth ETF position peaked at $18.4K in Q2 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.