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

CIC 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
Q3 		$207K Buy
+1,000
New +$200K 0.05% 166

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

CIC Wealth's MGC Position: Q3 2024 in Review

CIC Wealth opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2024: 1,000 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings.

427 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • CIC Wealth held 1,000 shares of Vanguard Morningstar Mega Cap ETF worth $207K as of Q3 2024.
  • Vanguard Morningstar Mega Cap ETF was a new CIC Wealth position in Q3 2024.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of CIC Wealth's portfolio in Q3 2024, its #166 holding.
  • 427 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.