MIH
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Meitav Investment House’s Vanguard 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

Other funds holding MGK

AssetMark Inc
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Meitav Investment House sold out of Vanguard 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. 580 funds tracked by Wall St. Rank hold MGK as of Q3 2023.

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

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