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Buckingham Strategic Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$799K Hold
4,049
– – 0.01% 375
2024
Q1 		$757K Sell
4,049
-100
-2% -$17.8K 0.01% 382
2023
Q4 		$702K Hold
4,149
– – 0.01% 379
2023
Q3 		$630K Hold
4,149
– – 0.01% 367
2023
Q2 		$649K Sell
4,149
-38
-0.9% -$5.62K 0.01% 365
2023
Q1 		$554K Hold
4,187
– – 0.01% 356
2022
Q4 		$554K Sell
4,187
-142
-3% -$19K 0.01% 358
2022
Q3 		$540K Hold
4,329
– – 0.01% 349
2022
Q2 		$571K Buy
4,329
+200
+5% +$28.6K 0.01% 344
2022
Q1 		$657K Hold
4,129
– – 0.01% 319
2021
Q4 		$694K Buy
4,129
+1,903
+85% +$310K 0.01% 308
2021
Q3 		$339K Hold
2,226
– – 0.01% 438
2021
Q2 		$339K Hold
2,226
– – 0.01% 442
2021
Q1 		$312K Hold
2,226
– – 0.02% 426
2020
Q4 		$297K Hold
2,226
– – 0.02% 420
2020
Q3 		$267K Sell
2,226
-209
-9% -$24.7K 0.02% 401
2020
Q2 		$267K Buy
+2,435
New +$252K 0.03% 332
2020
Q1 		– Sell
-2,022
Closed -$226K – 500
2019
Q4 		$226K Hold
2,022
– – 0.02% 415
2019
Q3 		$208K Hold
2,022
– – 0.02% 400
2019
Q2 		$205K Buy
+2,022
New +$201K 0.02% 417

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Buckingham Strategic Wealth's MGC Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2024 at 4,049 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #375.

Buckingham Strategic Wealth first reported a position in MGC in Q2 2019 and has held it in 20 quarters since. 422 funds tracked by Wall St. Rank hold MGC as of Q2 2024.

  • Buckingham Strategic Wealth held 4,049 shares of Vanguard Morningstar Mega Cap ETF worth $799K as of Q2 2024.
  • Buckingham Strategic Wealth left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2024.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #375 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and has held it in 20 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.