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Ategra Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Ategra Capital 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
2021
Q3 		– Sell
-1,633
Closed -$249K – 114
2021
Q2 		$249K Hold
1,633
– – 0.12% 100
2021
Q1 		$229K Hold
1,633
– – 0.13% 96
2020
Q4 		$218K Buy
+1,633
New +$207K 0.15% 91

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ategra Capital Management's MGC Position: Q3 2021 in Review

Ategra Capital Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2021, closing a stake of 1,633 shares — an estimated $249K sold.

Ategra Capital Management first reported a position in MGC in Q4 2020 and held it in 3 quarters. The position peaked at $249K in Q2 2021. 280 funds tracked by Wall St. Rank hold MGC as of Q3 2021.

  • Ategra Capital Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Ategra Capital Management sold 1,633 Vanguard Morningstar Mega Cap ETF shares in Q3 2021, an estimated $249K.
  • Ategra Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and held it in 3 quarters.
  • Ategra Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $249K in Q2 2021.
  • 280 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2021.

Based on Ategra Capital Management's 13F filing for Q3 2021, filed 14 Feb 2025.