MassMutual Private Wealth & Trust’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-750	Closed	-$48.3K	–	2333
2024 Q3	$48.3K	Buy	+750	New	+$46.8K	﹤0.01%	668
2024 Q2	–	Sell	-325	Closed	-$18.6K	–	2199
2024 Q1	$18.6K	Buy	+325	New	+$17.9K	﹤0.01%	846

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 $1.49B AUM 19.36% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's MGK Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Vanguard Mega Cap Growth ETF (MGK) in Q4 2024, closing a stake of 750 shares — an estimated $48.3K sold.

MassMutual Private Wealth & Trust first reported a position in MGK in Q1 2024 and held it in 2 quarters. The position peaked at $48.3K in Q3 2024. 839 funds tracked by Wall St. Rank hold MGK as of Q4 2024.

MassMutual Private Wealth & Trust reported no remaining Vanguard Mega Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 750 Vanguard Mega Cap Growth ETF shares in Q4 2024, an estimated $48.3K.
MassMutual Private Wealth & Trust first reported a position in Vanguard Mega Cap Growth ETF in Q1 2024 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Vanguard Mega Cap Growth ETF position peaked at $48.3K in Q3 2024.
839 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.