Moss Adams Wealth Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Moss Adams Wealth Advisors’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 Q1	–	Sell	-77,780	Closed	-$2.68M	–	198
2022 Q4	$2.68M	Buy	+77,780	New	+$2.79M	1.34%	15

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Moss Adams Wealth Advisors's MGK Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2023, closing a stake of 77,780 shares — an estimated $2.68M sold.

Moss Adams Wealth Advisors first reported a position in MGK in Q4 2022 and held it in 1 quarter. The position peaked at $2.68M in Q4 2022. 541 funds tracked by Wall St. Rank hold MGK as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 77,780 Vanguard Mega Cap Growth ETF shares in Q1 2023, an estimated $2.68M.
Moss Adams Wealth Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's Vanguard Mega Cap Growth ETF position peaked at $2.68M in Q4 2022.
541 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.