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Lindbrook Capital’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Lindbrook Capital’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
-330
Closed -$15K – 2769
2023
Q3 		$15K Buy
+330
New +$15.6K ﹤0.01% 1206
2020
Q4 		– Sell
-1,595
Closed -$59K – 1833
2020
Q3 		$59K Buy
+1,595
New +$57.5K 0.02% 316

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 22.96% 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

Lindbrook Capital's MGK Position: Q4 2023 in Review

Lindbrook Capital sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 330 shares — an estimated $15K sold.

Lindbrook Capital first reported a position in MGK in Q3 2020 and held it in 2 quarters. The position peaked at $59K in Q3 2020. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

  • Lindbrook Capital reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Lindbrook Capital sold 330 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2023, an estimated $15K.
  • Lindbrook Capital first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2020 and held it in 2 quarters.
  • Lindbrook Capital's Vanguard Morningstar Mega Cap Growth ETF position peaked at $59K in Q3 2020.
  • 675 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.