SAS
MGK icon

Stelac Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Stelac Advisory Services’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
Q1 		– Sell
-7,235
Closed -$295K – 255
2020
Q4 		$295K Buy
+7,235
New +$280K 0.08% 144

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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
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

Stelac Advisory Services's MGK Position: Q1 2021 in Review

Stelac Advisory Services sold out of Vanguard Mega Cap Growth ETF (MGK) in Q1 2021, closing a stake of 7,235 shares — an estimated $295K sold.

Stelac Advisory Services first reported a position in MGK in Q4 2020 and held it in 1 quarter. The position peaked at $295K in Q4 2020. 407 funds tracked by Wall St. Rank hold MGK as of Q1 2021.

  • Stelac Advisory Services reported no remaining Vanguard Mega Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 7,235 Vanguard Mega Cap Growth ETF shares in Q1 2021, an estimated $295K.
  • Stelac Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Stelac Advisory Services's Vanguard Mega Cap Growth ETF position peaked at $295K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q1 2021.

Based on Stelac Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.