CTA
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Chesley Taft & Associates’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Chesley Taft & Associates’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
2018
Q1 		– Sell
-4,164
Closed -$382K – 275
2017
Q4 		$382K Sell
4,164
-12
-0.3% -$1.07K 0.03% 240
2017
Q3 		$360K Sell
4,176
-150
-3% -$12.7K 0.03% 239
2017
Q2 		$359K Sell
4,326
-749
-15% -$61.5K 0.03% 239
2017
Q1 		$409K Hold
5,075
– – 0.04% 229
2016
Q4 		$387K Buy
+5,075
New +$379K 0.04% 229

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return