Mariner Independent Advisor Network’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2M	Sell	57,355 -2,035	-3%	-$80.1K	0.09%	234
2022 Q2	$2.17M	Sell	59,390 -2,280	-4%	-$91.7K	0.09%	228
2022 Q1	$2.9M	Sell	61,670 -1,795	-3%	-$83.1K	0.11%	187
2021 Q4	$3.32M	Buy	+63,465	New	+$3.21M	0.16%	154
2019 Q4	–	Sell	-50,055	Closed	-$1.33M	–	386
2019 Q3	$1.33M	Buy	+50,055	New	+$1.32M	0.1%	215

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's MGK Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 3.4% in Q3 2022, selling an estimated $80.1K and leaving 57,355 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #234.

Mariner Independent Advisor Network first reported a position in MGK in Q3 2019 and has held it in 5 quarters since. The position peaked at $3.32M in Q4 2021. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

Mariner Independent Advisor Network held 57,355 shares of Vanguard Morningstar Mega Cap Growth ETF worth $2M as of Q3 2022.
Mariner Independent Advisor Network sold 2,035 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2022, an estimated $80.1K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #234 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2019 and has held it in 5 quarters since.
Mariner Independent Advisor Network's Vanguard Morningstar Mega Cap Growth ETF position peaked at $3.32M in Q4 2021.
488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.