Kiely Wealth Advisory Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Kiely Wealth Advisory Group’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	$94.1K	Hold	1,335	–	–	0.06%	91
2024 Q3	$91K	Hold	1,335	–	–	0.06%	93
2024 Q2	$78.4K	Hold	1,335	–	–	0.04%	85
2024 Q1	$74.4K	Hold	1,335	–	–	0.04%	85
2023 Q4	$72.5K	Buy	+1,335	New	+$64.8K	0.04%	85

Other funds holding MGK

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Kiely Wealth Advisory Group's MGK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q4 2024 at 1,335 shares worth $94.1K. The position accounts for 0.06% of the portfolio, ranked #91.

Kiely Wealth Advisory Group first reported a position in MGK in Q4 2023 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

Kiely Wealth Advisory Group held 1,335 shares of Vanguard Mega Cap Growth ETF worth $94.1K as of Q4 2024.
Kiely Wealth Advisory Group left its Vanguard Mega Cap Growth ETF share count unchanged in Q4 2024.
Vanguard Mega Cap Growth ETF made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #91 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.