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

Edge 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
2018
Q2 		$113K Hold
1,220
– – 0.01% 384
2018
Q1 		$110K Buy
1,220
+375
+44% +$35.3K 0.01% 399
2017
Q4 		$77K Hold
845
– – 0.01% 440
2017
Q3 		$72K Hold
845
– – 0.01% 442
2017
Q2 		$70K Buy
845
+600
+245% +$49.3K 0.01% 444
2017
Q1 		$19K Buy
+245
New +$19.5K ﹤0.01% 682

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 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

Edge Advisors's MGC Position: Q2 2018 in Review

Edge Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2018 at 1,220 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #384.

Edge Advisors first reported a position in MGC in Q1 2017 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold MGC as of Q2 2018.

  • Edge Advisors held 1,220 shares of Vanguard Morningstar Mega Cap ETF worth $113K as of Q2 2018.
  • Edge Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2018.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #384 holding.
  • Edge Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2017 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.