Country Club Trust’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Country Club Trust’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$780K	Buy	+7,303	New	+$755K	0.06%	189

Other funds holding MGV

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Country Club Trust's MGV Position: Q4 2021 in Review

Country Club Trust opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q4 2021: 7,303 shares worth $780K. The stake represents 0.06% of the portfolio and ranks #189 among its holdings.

270 funds tracked by Wall St. Rank hold MGV as of Q4 2021.

Country Club Trust held 7,303 shares of Vanguard Mega Cap Value ETF worth $780K as of Q4 2021.
Vanguard Mega Cap Value ETF was a new Country Club Trust position in Q4 2021.
Vanguard Mega Cap Value ETF made up 0.06% of Country Club Trust's portfolio in Q4 2021, its #189 holding.
270 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q4 2021.

Based on Country Club Trust's 13F filing for Q4 2021, filed 21 Jan 2022.