Meitav Investment House
MGK icon

Meitav Investment House’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-13,570
Closed -$628K – 454
2023
Q2 		$628K Buy
+13,570
New +$585K 0.01% 261

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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
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meitav Investment House's MGK Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2023, closing a stake of 13,570 shares — an estimated $628K sold.

Meitav Investment House first reported a position in MGK in Q2 2023 and held it in 1 quarter. The position peaked at $628K in Q2 2023. 579 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

  • Meitav Investment House reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 13,570 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2023, an estimated $628K.
  • Meitav Investment House first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Vanguard Morningstar Mega Cap Growth ETF position peaked at $628K in Q2 2023.
  • 579 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.