AIP
MGC icon

Almanack Investment Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Almanack Investment Partners’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
2021
Q2 		– Sell
-8,495
Closed -$1.19M – 469
2021
Q1 		$1.19M Buy
+8,495
New +$1.16M 0.12% 119

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 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

Almanack Investment Partners's MGC Position: Q2 2021 in Review

Almanack Investment Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2021, closing a stake of 8,495 shares — an estimated $1.19M sold.

Almanack Investment Partners first reported a position in MGC in Q1 2021 and held it in 1 quarter. The position peaked at $1.19M in Q1 2021. 268 funds tracked by Wall St. Rank hold MGC as of Q2 2021.

  • Almanack Investment Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Almanack Investment Partners sold 8,495 Vanguard Morningstar Mega Cap ETF shares in Q2 2021, an estimated $1.19M.
  • Almanack Investment Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and held it in 1 quarter.
  • Almanack Investment Partners's Vanguard Morningstar Mega Cap ETF position peaked at $1.19M in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2021.

Based on Almanack Investment Partners's 13F filing for Q2 2021, filed 4 Aug 2021.