MW
MGK icon

Milestone Wealth’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Milestone Wealth’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 		$167K Hold
4,800
– – 0.19% 57
2022
Q2 		$174K Buy
+4,800
New +$193K 0.18% 57

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Milestone Wealth's MGK Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2022 at 4,800 shares worth $167K. The position accounts for 0.19% of the portfolio, ranked #57.

Milestone Wealth first reported a position in MGK in Q2 2022 and has held it in 2 quarters since. The position peaked at $174K in Q2 2022. 488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

  • Milestone Wealth held 4,800 shares of Vanguard Morningstar Mega Cap Growth ETF worth $167K as of Q3 2022.
  • Milestone Wealth left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Milestone Wealth's portfolio in Q3 2022, its #57 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • Milestone Wealth's Vanguard Morningstar Mega Cap Growth ETF position peaked at $174K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.