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CXI Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CXI Advisors’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
2019
Q4 		$14K Buy
+127
New +$13.6K 0.03% 89

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
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

CXI Advisors's MGC Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2019: 127 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #89 among its holdings.

182 funds tracked by Wall St. Rank hold MGC as of Q4 2019.

  • CXI Advisors held 127 shares of Vanguard Morningstar Mega Cap ETF worth $14K as of Q4 2019.
  • Vanguard Morningstar Mega Cap ETF was a new CXI Advisors position in Q4 2019.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #89 holding.
  • 182 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.