SFSG
MGK icon

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

Stearns Financial Services Group’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
2020
Q3 		$13K Hold
345
– – ﹤0.01% 195
2020
Q2 		$11K Sell
345
-340
-50% -$10.1K ﹤0.01% 185
2020
Q1 		$17K Buy
+685
New +$19.8K ﹤0.01% 180

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Stearns Financial Services Group held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2020 at 345 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Stearns Financial Services Group first reported a position in MGK in Q1 2020 and has held it in 3 quarters since. The position peaked at $17K in Q1 2020. 356 funds tracked by Wall St. Rank hold MGK as of Q3 2020.

  • Stearns Financial Services Group held 345 shares of Vanguard Morningstar Mega Cap Growth ETF worth $13K as of Q3 2020.
  • Stearns Financial Services Group left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2020.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #195 holding.
  • Stearns Financial Services Group first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2020 and has held it in 3 quarters since.
  • Stearns Financial Services Group's Vanguard Morningstar Mega Cap Growth ETF position peaked at $17K in Q1 2020.
  • 356 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2020.

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