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

Connectus 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
Q1 		$251K Buy
1,344
+4
+0.3% +$713 0.01% 339
2023
Q4 		$227K Buy
1,340
+5
+0.4% +$795 ﹤0.01% 471
2023
Q3 		$203K Buy
+1,335
New +$210K ﹤0.01% 469

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Connectus Wealth's MGC Position: Q1 2024 in Review

Connectus Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.3% in Q1 2024, buying an estimated $713 and bringing the position to 1,344 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #339.

Connectus Wealth first reported a position in MGC in Q3 2023 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold MGC as of Q1 2024.

  • Connectus Wealth held 1,344 shares of Vanguard Morningstar Mega Cap ETF worth $251K as of Q1 2024.
  • Connectus Wealth bought 4 Vanguard Morningstar Mega Cap ETF shares in Q1 2024, an estimated $713.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #339 holding.
  • Connectus Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.