NAG
MGK icon

Northstar Advisory Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Northstar Advisory Group’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
2021
Q4 		– Sell
-4,490
Closed -$211K – 117
2021
Q3 		$211K Buy
+4,490
New +$217K 0.21% 45

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northstar Advisory Group's MGK Position: Q4 2021 in Review

Northstar Advisory Group sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2021, closing a stake of 4,490 shares — an estimated $211K sold.

Northstar Advisory Group first reported a position in MGK in Q3 2021 and held it in 1 quarter. The position peaked at $211K in Q3 2021. 543 funds tracked by Wall St. Rank hold MGK as of Q4 2021.

  • Northstar Advisory Group reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 4,490 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2021, an estimated $211K.
  • Northstar Advisory Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $211K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.