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USA Financial Formulas’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

USA Financial Formulas’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
2020
Q2 		– Sell
-21,965
Closed -$558K – 290
2020
Q1 		$558K Buy
+21,965
New +$634K 0.36% 82
2017
Q3 		– Sell
-40,865
Closed -$818K – 301
2017
Q2 		$818K Buy
+40,865
New +$809K 0.2% 106

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USA Financial Formulas's MGK Position: Q2 2020 in Review

USA Financial Formulas sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q2 2020, closing a stake of 21,965 shares — an estimated $558K sold.

USA Financial Formulas first reported a position in MGK in Q2 2017 and held it in 2 quarters. The position peaked at $818K in Q2 2017. 322 funds tracked by Wall St. Rank hold MGK as of Q2 2020.

  • USA Financial Formulas reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 21,965 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2020, an estimated $558K.
  • USA Financial Formulas first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • USA Financial Formulas's Vanguard Morningstar Mega Cap Growth ETF position peaked at $818K in Q2 2017.
  • 322 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.