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

Whittier Trust’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
2022
Q4 		– Sell
-2,025
Closed -$71K – 1675
2022
Q3 		$71K Buy
+2,025
New +$79.7K ﹤0.01% 900

Other funds holding MGK

AssetMark Inc
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whittier Trust's MGK Position: Q4 2022 in Review

Whittier Trust sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q4 2022, closing a stake of 2,025 shares — an estimated $71K sold.

Whittier Trust first reported a position in MGK in Q3 2022 and held it in 1 quarter. The position peaked at $71K in Q3 2022. 490 funds tracked by Wall St. Rank hold MGK as of Q4 2022.

  • Whittier Trust reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 2,025 Vanguard Morningstar Mega Cap Growth ETF shares in Q4 2022, an estimated $71K.
  • Whittier Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Whittier Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $71K in Q3 2022.
  • 490 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.