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Cardan Capital Partners’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Cardan Capital 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
Q3 		$7.6M Buy
49,858
+489
+1% +$76.8K 0.85% 46
2021
Q2 		$7.52M Buy
49,369
+581
+1% +$85.9K 0.84% 41
2021
Q1 		$6.84M Buy
48,788
+15,850
+48% +$2.17M 0.82% 44
2020
Q4 		$4.4M Buy
32,938
+1,446
+5% +$183K 0.54% 54
2020
Q3 		$3.78M Buy
31,492
+1,535
+5% +$181K 0.5% 62
2020
Q2 		$3.28M Buy
+29,957
New +$3.1M 0.47% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cardan Capital Partners's MGC Position: Q3 2021 in Review

Cardan Capital Partners increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.99% in Q3 2021, buying an estimated $76.8K and bringing the position to 49,858 shares worth $7.6M. The position accounts for 0.85% of the portfolio, ranked #46.

Cardan Capital Partners first reported a position in MGC in Q2 2020 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold MGC as of Q3 2021.

  • Cardan Capital Partners held 49,858 shares of Vanguard Mega Cap 300 Index ETF worth $7.6M as of Q3 2021.
  • Cardan Capital Partners bought 489 Vanguard Mega Cap 300 Index ETF shares in Q3 2021, an estimated $76.8K.
  • Vanguard Mega Cap 300 Index ETF made up 0.85% of Cardan Capital Partners's portfolio in Q3 2021, its #46 holding.
  • Cardan Capital Partners first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2020 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.