LCGC
MGK icon

Legacy Capital Group California’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-7,505
Closed -$341K – 295
2023
Q3 		$341K Buy
+7,505
New +$354K 0.15% 192

Other funds holding MGK

AssetMark Inc
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Capital Group California's MGK Position: Q4 2023 in Review

Legacy Capital Group California sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 7,505 shares — an estimated $341K sold.

Legacy Capital Group California first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $341K in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Legacy Capital Group California reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 7,505 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2023, an estimated $341K.
  • Legacy Capital Group California first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Vanguard Morningstar Mega Cap Growth ETF position peaked at $341K in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.