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

Birchcreek 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
2021
Q1 		– Sell
-722
Closed -$96K – 219
2020
Q4 		$96K Buy
+722
New +$91.3K 0.09% 149

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Birchcreek Wealth Management's MGC Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2021, closing a stake of 722 shares — an estimated $96K sold.

Birchcreek Wealth Management first reported a position in MGC in Q4 2020 and held it in 1 quarter. The position peaked at $96K in Q4 2020. 258 funds tracked by Wall St. Rank hold MGC as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 722 Vanguard Morningstar Mega Cap ETF shares in Q1 2021, an estimated $96K.
  • Birchcreek Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $96K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.