Accel Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-230	Closed	-$32.9K	–	585
2023 Q1	$32.9K	Hold	230	–	–	0.01%	579
2022 Q4	$30.5K	Hold	230	–	–	0.01%	449
2022 Q3	$30K	Hold	230	–	–	0.02%	463
2022 Q2	$31K	Hold	230	–	–	0.02%	444
2022 Q1	$37K	Hold	230	–	–	0.02%	426
2021 Q4	$39K	Hold	230	–	–	0.02%	424
2021 Q3	$35K	Hold	230	–	–	0.02%	388
2021 Q2	$35K	Hold	230	–	–	0.02%	410
2021 Q1	$32K	Hold	230	–	–	0.03%	400
2020 Q4	$31K	Buy	+230	New	+$29.1K	0.03%	400

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Accel Wealth Management's MGC Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2023, closing a stake of 230 shares — an estimated $32.9K sold.

Accel Wealth Management first reported a position in MGC in Q4 2020 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 324 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 230 Vanguard Morningstar Mega Cap ETF shares in Q2 2023, an estimated $32.9K.
Accel Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $39K in Q4 2021.
324 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.