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Pegasus Partners’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Pegasus Partners’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
2024
Q3 		$649K Buy
10,075
+1,090
+12% +$68K 0.06% 81
2024
Q2 		$565K Hold
8,985
– – 0.06% 89
2024
Q1 		$515K Hold
8,985
– – 0.05% 92
2023
Q4 		$466K Buy
+8,985
New +$436K 0.05% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Pegasus Partners's MGK Position: Q3 2024 in Review

Pegasus Partners increased its Vanguard Mega Cap Growth ETF (MGK) stake by 12% in Q3 2024, buying an estimated $68K and bringing the position to 10,075 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #81.

Pegasus Partners first reported a position in MGK in Q4 2023 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Pegasus Partners held 10,075 shares of Vanguard Mega Cap Growth ETF worth $649K as of Q3 2024.
  • Pegasus Partners bought 1,090 Vanguard Mega Cap Growth ETF shares in Q3 2024, an estimated $68K.
  • Vanguard Mega Cap Growth ETF made up 0.06% of Pegasus Partners's portfolio in Q3 2024, its #81 holding.
  • Pegasus Partners first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.