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Sanctuary Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Sanctuary Wealth 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
2022
Q2 		– Sell
-170,265
Closed -$8.02M – 36
2022
Q1 		$8.02M Buy
+170,265
New +$7.89M 8.83% 4
2021
Q3 		– Sell
-105,860
Closed -$4.9M – 38
2021
Q2 		$4.9M Buy
+105,860
New +$4.66M 5.87% 4

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Wealth Management's MGK Position: Q2 2022 in Review

Sanctuary Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 170,265 shares — an estimated $8.02M sold.

Sanctuary Wealth Management first reported a position in MGK in Q2 2021 and held it in 2 quarters. The position peaked at $8.02M in Q1 2022. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

  • Sanctuary Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Sanctuary Wealth Management sold 170,265 Vanguard Mega Cap Growth ETF shares in Q2 2022, an estimated $8.02M.
  • Sanctuary Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • Sanctuary Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $8.02M in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2022.

Based on Sanctuary Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.