Ten Capital Wealth Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Ten Capital Wealth 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
2023 Q2	$645K	Buy	13,710 +6,855	+100%	+$295K	0.19%	45
2023 Q1	$280K	Hold	6,855	–	–	0.09%	83
2022 Q4	$236K	Buy	+6,855	New	+$245K	0.09%	77

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ten Capital Wealth Advisors's MGK Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 100% in Q2 2023, buying an estimated $295K and bringing the position to 13,710 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #45.

Ten Capital Wealth Advisors first reported a position in MGK in Q4 2022 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold MGK as of Q2 2023.

Ten Capital Wealth Advisors held 13,710 shares of Vanguard Morningstar Mega Cap Growth ETF worth $645K as of Q2 2023.
Ten Capital Wealth Advisors bought 6,855 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2023, an estimated $295K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.19% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #45 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2022 and has held it in 3 quarters since.
580 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.