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Bel Air Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Bel Air Investment 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
2021
Q2 		$594K Hold
12,830
– – 0.02% 238
2021
Q1 		$531K Buy
+12,830
New +$529K 0.02% 256

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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

Bel Air Investment Advisors's MGK Position: Q2 2021 in Review

Bel Air Investment Advisors held its Vanguard Mega Cap Growth ETF (MGK) position steady in Q2 2021 at 12,830 shares worth $594K. The position accounts for 0.02% of the portfolio, ranked #238.

Bel Air Investment Advisors first reported a position in MGK in Q1 2021 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold MGK as of Q2 2021.

  • Bel Air Investment Advisors held 12,830 shares of Vanguard Mega Cap Growth ETF worth $594K as of Q2 2021.
  • Bel Air Investment Advisors left its Vanguard Mega Cap Growth ETF share count unchanged in Q2 2021.
  • Vanguard Mega Cap Growth ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #238 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Mega Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.