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Wealthfront’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-535
Closed -$9K – 1362
2015
Q2 		$9K Buy
+535
New +$9.04K ﹤0.01% 876

Other funds holding MGK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Wealthfront's MGK Position: Q3 2015 in Review

Wealthfront sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2015, closing a stake of 535 shares — an estimated $9K sold.

Wealthfront first reported a position in MGK in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 108 funds tracked by Wall St. Rank hold MGK as of Q3 2015.

  • Wealthfront reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 535 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2015, an estimated $9K.
  • Wealthfront first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Vanguard Morningstar Mega Cap Growth ETF position peaked at $9K in Q2 2015.
  • 108 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.