Bridges Investment Management’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Bridges Investment Management’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 Q3	–	Sell	-4,520	Closed	-$209K	–	225
2021 Q2	$209K	Buy	+4,520	New	+$199K	0.01%	218
2021 Q1	–	Sell	-8,210	Closed	-$335K	–	219
2020 Q4	$335K	Hold	8,210	–	–	0.01%	191
2020 Q3	$304K	Hold	8,210	–	–	0.01%	190
2020 Q2	$268K	Hold	8,210	–	–	0.01%	200
2020 Q1	$209K	Hold	8,210	–	–	0.01%	208
2019 Q4	$239K	Hold	8,210	–	–	0.01%	260
2019 Q3	$218K	Hold	8,210	–	–	0.01%	408
2019 Q2	$213K	Hold	8,210	–	–	0.01%	404
2019 Q1	$204K	Buy	+8,210	New	+$193K	0.01%	335

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridges Investment Management's MGK Position: Q3 2021 in Review

Bridges Investment Management sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2021, closing a stake of 4,520 shares — an estimated $209K sold.

Bridges Investment Management first reported a position in MGK in Q1 2019 and held it in 9 quarters. The position peaked at $335K in Q4 2020. 450 funds tracked by Wall St. Rank hold MGK as of Q3 2021.

Bridges Investment Management reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Bridges Investment Management sold 4,520 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2021, an estimated $209K.
Bridges Investment Management first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2019 and held it in 9 quarters.
Bridges Investment Management's Vanguard Morningstar Mega Cap Growth ETF position peaked at $335K in Q4 2020.
450 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2021.

Based on Bridges Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.