Berman Capital Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Berman Capital Advisors’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$76K	Hold	500	–	–	0.01%	523
2021 Q2	$76K	Hold	500	–	–	0.01%	447
2021 Q1	$70K	Hold	500	–	–	0.01%	377
2020 Q4	$66K	Hold	500	–	–	0.02%	338
2020 Q3	$59K	Hold	500	–	–	0.02%	309
2020 Q2	$54K	Hold	500	–	–	0.01%	310
2020 Q1	$45K	Hold	500	–	–	0.01%	312
2019 Q4	$55K	Hold	500	–	–	0.02%	310
2019 Q3	$51K	Hold	500	–	–	0.02%	297
2019 Q2	$50K	Buy	+500	New	+$49.8K	0.02%	301

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's MGC Position: Q3 2021 in Review

Berman Capital Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2021 at 500 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #523.

Berman Capital Advisors first reported a position in MGC in Q2 2019 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold MGC as of Q3 2021.

Berman Capital Advisors held 500 shares of Vanguard Morningstar Mega Cap ETF worth $76K as of Q3 2021.
Berman Capital Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2021.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #523 holding.
Berman Capital Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.