Schechter Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$307K	Hold	4,975	–	–	0.03%	470
2024 Q4	$342K	Sell	4,975 -755	-13%	-$50.8K	0.03%	458
2024 Q3	$369K	Sell	5,730 -445	-7%	-$27.8K	0.03%	454
2024 Q2	$388K	Sell	6,175 -11,775	-66%	-$687K	0.03%	426
2024 Q1	$1.03M	Buy	17,950 +5	+0%	+$276	0.08%	239
2023 Q4	$931K	Hold	17,945	–	–	0.08%	243
2023 Q3	$814K	Sell	17,945 -295	-2%	-$13.9K	0.08%	254
2023 Q2	$858K	Sell	18,240 -70	-0.4%	-$3.02K	0.08%	270
2023 Q1	$749K	Sell	18,310 -85	-0.5%	-$3.22K	0.07%	316
2022 Q4	$633K	Buy	18,395 +5	+0%	+$179	0.06%	431
2022 Q3	$641K	Hold	18,390	–	–	0.06%	428
2022 Q2	$668K	Sell	18,390 -115	-0.6%	-$4.63K	0.07%	424
2022 Q1	$871K	Buy	18,505 +1,100	+6%	+$51K	0.08%	352
2021 Q4	$908K	Buy	+17,405	New	+$882K	0.08%	335

Other funds holding MGK

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schechter Investment Advisors's MGK Position: Q1 2025 in Review

Schechter Investment Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q1 2025 at 4,975 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #470.

Schechter Investment Advisors first reported a position in MGK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

Schechter Investment Advisors held 4,975 shares of Vanguard Mega Cap Growth ETF worth $307K as of Q1 2025.
Schechter Investment Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q1 2025.
Vanguard Mega Cap Growth ETF made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #470 holding.
Schechter Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Vanguard Mega Cap Growth ETF position peaked at $1.03M in Q1 2024.
815 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.