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Stearns Financial Services Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$29K Hold
238
– – ﹤0.01% 185
2020
Q2 		$26K Hold
238
– – ﹤0.01% 172
2020
Q1 		$22K Buy
+238
New +$25.4K ﹤0.01% 174

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Stearns Financial Services Group's MGC Position: Q3 2020 in Review

Stearns Financial Services Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2020 at 238 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Stearns Financial Services Group first reported a position in MGC in Q1 2020 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold MGC as of Q3 2020.

  • Stearns Financial Services Group held 238 shares of Vanguard Morningstar Mega Cap ETF worth $29K as of Q3 2020.
  • Stearns Financial Services Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2020.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #185 holding.
  • Stearns Financial Services Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.