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JBJ Investment Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

JBJ Investment Partners’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
2021
Q4 		$231K Hold
4,425
– – 0.05% 58
2021
Q3 		$208K Hold
4,425
– – 0.04% 59
2021
Q2 		$205K Buy
+4,425
New +$195K 0.04% 62

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JBJ Investment Partners's MGK Position: Q4 2021 in Review

JBJ Investment Partners held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q4 2021 at 4,425 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #58.

JBJ Investment Partners first reported a position in MGK in Q2 2021 and has held it in 3 quarters since. 542 funds tracked by Wall St. Rank hold MGK as of Q4 2021.

  • JBJ Investment Partners held 4,425 shares of Vanguard Mega Cap Growth ETF worth $231K as of Q4 2021.
  • JBJ Investment Partners left its Vanguard Mega Cap Growth ETF share count unchanged in Q4 2021.
  • Vanguard Mega Cap Growth ETF made up 0.05% of JBJ Investment Partners's portfolio in Q4 2021, its #58 holding.
  • JBJ Investment Partners first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and has held it in 3 quarters since.
  • 542 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.