GC
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Gratus Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Gratus Capital’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
Q2 		$257K Hold
1,300
– – 0.01% 321
2024
Q1 		$243K Buy
+1,300
New +$232K 0.01% 290

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

Gratus Capital's MGC Position: Q2 2024 in Review

Gratus Capital held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2024 at 1,300 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #321.

Gratus Capital first reported a position in MGC in Q1 2024 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold MGC as of Q2 2024.

  • Gratus Capital held 1,300 shares of Vanguard Morningstar Mega Cap ETF worth $257K as of Q2 2024.
  • Gratus Capital left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2024.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #321 holding.
  • Gratus Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.