WEG
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World Equity Group’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

World Equity Group’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
Q2 		– Sell
-10,960
Closed -$516K – 379
2022
Q1 		$516K Buy
+10,960
New +$508K 0.11% 207

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Equity Group's MGK Position: Q2 2022 in Review

World Equity Group sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2022, closing a stake of 10,960 shares — an estimated $516K sold.

World Equity Group first reported a position in MGK in Q1 2022 and held it in 1 quarter. The position peaked at $516K in Q1 2022. 494 funds tracked by Wall St. Rank hold MGK as of Q2 2022.

  • World Equity Group reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • World Equity Group sold 10,960 Vanguard Mega Cap Growth ETF shares in Q2 2022, an estimated $516K.
  • World Equity Group first reported a position in Vanguard Mega Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • World Equity Group's Vanguard Mega Cap Growth ETF position peaked at $516K in Q1 2022.
  • 494 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.