AWM
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Altium Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Altium 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
2022
Q2 		$257K Sell
1,947
-6,867
-78% -$983K 0.02% 319
2022
Q1 		$1.4M Buy
+8,814
New +$1.38M 0.09% 125

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's MGC Position: Q2 2022 in Review

Altium Wealth Management reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 78% in Q2 2022, selling an estimated $983K and leaving 1,947 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #319.

Altium Wealth Management first reported a position in MGC in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2022. 292 funds tracked by Wall St. Rank hold MGC as of Q2 2022.

  • Altium Wealth Management held 1,947 shares of Vanguard Mega Cap 300 Index ETF worth $257K as of Q2 2022.
  • Altium Wealth Management sold 6,867 Vanguard Mega Cap 300 Index ETF shares in Q2 2022, an estimated $983K.
  • Vanguard Mega Cap 300 Index ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #319 holding.
  • Altium Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2022 and has held it in 2 quarters since.
  • Altium Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $1.4M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.