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Peterson Financial Group’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Peterson Financial 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
2024
Q3 		$33.1K Buy
+515
New +$32.1K 0.13% 117
2024
Q2 		– Sell
-5,820
Closed -$334K – 37
2024
Q1 		$334K Sell
5,820
-185
-3% -$10.2K 2.18% 20
2023
Q4 		$312K Buy
+6,005
New +$291K 2.05% 21

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 $8.4B AUM 51.89% 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 $1.66B AUM 23.19% 1-Year Est. Return

Peterson Financial Group's MGK Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2024: 515 shares worth $33.1K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MGK as recently as Q1 2024.

Peterson Financial Group first reported a position in MGK in Q4 2023 and has held it in 3 quarters since. The position peaked at $334K in Q1 2024. 747 funds tracked by Wall St. Rank hold MGK as of Q3 2024.

  • Peterson Financial Group held 515 shares of Vanguard Morningstar Mega Cap Growth ETF worth $33.1K as of Q3 2024.
  • Vanguard Morningstar Mega Cap Growth ETF was a new Peterson Financial Group position in Q3 2024.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Peterson Financial Group's portfolio in Q3 2024, its #117 holding.
  • Peterson Financial Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • Peterson Financial Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $334K in Q1 2024.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.