SFBLI
MGK icon

Southern Farm Bureau Life Insurance’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Southern Farm Bureau Life Insurance’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
Q1 		– Sell
-41,125
Closed -$2.15M – 34
2021
Q4 		$2.15M Hold
41,125
– – 0.29% 23
2021
Q3 		$1.93M Buy
+41,125
New +$1.99M 0.28% 23

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Southern Farm Bureau Life Insurance's MGK Position: Q1 2022 in Review

Southern Farm Bureau Life Insurance sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2022, closing a stake of 41,125 shares — an estimated $2.15M sold.

Southern Farm Bureau Life Insurance first reported a position in MGK in Q3 2021 and held it in 2 quarters. The position peaked at $2.15M in Q4 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • Southern Farm Bureau Life Insurance reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Farm Bureau Life Insurance sold 41,125 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $2.15M.
  • Southern Farm Bureau Life Insurance first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Southern Farm Bureau Life Insurance's Vanguard Morningstar Mega Cap Growth ETF position peaked at $2.15M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q1 2022, filed 28 Apr 2022.