University of Texas/Texas AM Investment Management Co (UTIMCO)’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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 Q4	–	Sell	-220	Closed	-$9.98K	–	181
2023 Q3	$9.98K	Buy	+220	New	+$10.4K	﹤0.01%	94

Other funds holding MGK

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s MGK Position: Q4 2023 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2023, closing a stake of 220 shares — an estimated $9.98K sold.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in MGK in Q3 2023 and held it in 1 quarter. The position peaked at $9.98K in Q3 2023. 675 funds tracked by Wall St. Rank hold MGK as of Q4 2023.

University of Texas/Texas AM Investment Management Co (UTIMCO) reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO) sold 220 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2023, an estimated $9.98K.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2023 and held it in 1 quarter.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s Vanguard Morningstar Mega Cap Growth ETF position peaked at $9.98K in Q3 2023.
675 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2023.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q4 2023, filed 28 Feb 2024.