New York Life Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

New York Life Investment Management’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 Q2	–	Sell	-57,755	Closed	-$2.36M	–	1335
2023 Q1	$2.36M	Sell	57,755 -10,760	-16%	-$408K	0.03%	471
2022 Q4	$2.36M	Sell	68,515 -9,835	-13%	-$352K	0.03%	481
2022 Q3	$2.73M	Buy	78,350 +11,565	+17%	+$455K	0.03%	441
2022 Q2	$2.43M	Buy	+66,785	New	+$2.69M	0.03%	463

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $3.91B AUM 14.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's MGK Position: Q2 2023 in Review

New York Life Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2023, closing a stake of 57,755 shares — an estimated $2.36M sold.

New York Life Investment Management first reported a position in MGK in Q2 2022 and held it in 4 quarters. The position peaked at $2.73M in Q3 2022. 580 funds tracked by Wall St. Rank hold MGK as of Q2 2023.

New York Life Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 57,755 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2023, an estimated $2.36M.
New York Life Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.73M in Q3 2022.
580 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.