Israel Englander’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Israel Englander’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	–	Sell	-5,520	Closed	-$286K	–	6468
2023 Q4	$286K	Sell	5,520 -37,870	-87%	-$1.84M	﹤0.01%	4982
2023 Q3	$1.97M	Buy	+43,390	New	+$2.05M	﹤0.01%	3562
2022 Q4	–	Sell	-32,955	Closed	-$1.15M	–	6848
2022 Q3	$1.15M	Buy	32,955 +1,135	+4%	+$44.7K	﹤0.01%	4213
2022 Q2	$1.16M	Buy	+31,820	New	+$1.28M	﹤0.01%	4235
2021 Q3	–	Sell	-10,805	Closed	-$500K	–	7072
2021 Q2	$500K	Buy	+10,805	New	+$475K	﹤0.01%	5311
2021 Q1	–	Sell	-12,250	Closed	-$499K	–	6281
2020 Q4	$499K	Buy	+12,250	New	+$474K	﹤0.01%	4196
2018 Q2	–	Sell	-28,765	Closed	-$646K	–	4022
2018 Q1	$646K	Buy	+28,765	New	+$668K	﹤0.01%	2920
2016 Q4	–	Sell	-34,925	Closed	-$611K	–	3565
2016 Q3	$611K	Sell	34,925 -10,455	-23%	-$182K	﹤0.01%	2507
2016 Q2	$757K	Sell	45,380 -34,620	-43%	-$577K	﹤0.01%	2291
2016 Q1	$1.33M	Buy	80,000 +14,305	+22%	+$225K	﹤0.01%	2027
2015 Q4	$1.09M	Sell	65,695 -3,800	-5%	-$63.8K	﹤0.01%	2261
2015 Q3	$1.08M	Sell	69,495 -2,150	-3%	-$35.5K	﹤0.01%	2243
2015 Q2	$1.19M	Buy	71,645 +14,015	+24%	+$237K	﹤0.01%	2196
2015 Q1	$961K	Buy	+57,630	New	+$954K	﹤0.01%	2337

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

Israel Englander's MGK Position: Q1 2024 in Review

Israel Englander sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2024, closing a stake of 5,520 shares — an estimated $286K sold.

Israel Englander first reported a position in MGK in Q1 2015 and held it in 14 quarters. The position peaked at $1.97M in Q3 2023. 709 funds tracked by Wall St. Rank hold MGK as of Q1 2024.

Israel Englander reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Israel Englander sold 5,520 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2024, an estimated $286K.
Israel Englander first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2015 and held it in 14 quarters.
Israel Englander's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.97M in Q3 2023.
709 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.