Wipfli Financial Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Wipfli Financial 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
2022 Q3	$1K	Buy	+30	New	+$1.18K	﹤0.01%	2449

Other funds holding MGK

AssetMark Inc Concord, California $49B AUM 17.78% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LNC

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

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

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

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

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

Wipfli Financial Advisors's MGK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Mega Cap Growth ETF (MGK) in Q3 2022: 30 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2449 among its holdings.

488 funds tracked by Wall St. Rank hold MGK as of Q3 2022.

Wipfli Financial Advisors held 30 shares of Vanguard Mega Cap Growth ETF worth $1K as of Q3 2022.
Vanguard Mega Cap Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Mega Cap Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2449 holding.
488 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.