Vanguard Mega Cap Growth ETF $MGK is Bernardo Wealth Planning LLC’s 2nd Largest Position

Bernardo Wealth Planning LLC decreased its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGKFree Report) by 11.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,862 shares of the company’s stock after selling 13,486 shares during the quarter. Vanguard Mega Cap Growth ETF accounts for about 8.6% of Bernardo Wealth Planning LLC’s investment portfolio, making the stock its 2nd largest holding. Bernardo Wealth Planning LLC’s holdings in Vanguard Mega Cap Growth ETF were worth $43,808,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC acquired a new stake in Vanguard Mega Cap Growth ETF during the 2nd quarter valued at $27,000. Harbor Asset Planning Inc. acquired a new position in Vanguard Mega Cap Growth ETF in the 2nd quarter worth $28,000. Atlantic Union Bankshares Corp purchased a new position in Vanguard Mega Cap Growth ETF in the 2nd quarter valued at about $30,000. Dynamic Wealth Strategies LLC acquired a new stake in shares of Vanguard Mega Cap Growth ETF during the second quarter valued at about $44,000. Finally, Smartleaf Asset Management LLC grew its stake in shares of Vanguard Mega Cap Growth ETF by 463.6% during the second quarter. Smartleaf Asset Management LLC now owns 124 shares of the company’s stock valued at $45,000 after acquiring an additional 102 shares in the last quarter.

Vanguard Mega Cap Growth ETF Stock Performance

Shares of NYSEARCA MGK opened at $412.20 on Tuesday. Vanguard Mega Cap Growth ETF has a 1 year low of $262.65 and a 1 year high of $426.80. The stock’s 50-day simple moving average is $413.03 and its 200-day simple moving average is $395.61. The firm has a market cap of $32.39 billion, a price-to-earnings ratio of 37.33 and a beta of 1.18.

About Vanguard Mega Cap Growth ETF

(Free Report)

The Vanguard Mega Cap Growth ETF (MGK) is an exchange-traded fund that is based on the CRSP US Mega Growth index. The fund tracks the CRSP US Mega Cap Growth Index. The index selects stocks from the top 70% of investable market capitalization based on growth factors. MGK was launched on Dec 17, 2007 and is managed by Vanguard.

Further Reading

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Institutional Ownership by Quarter for Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)

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