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

Index Fund 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
2022
Q4 		– Sell
-2,916
Closed -$364K – 93
2022
Q3 		$364K Hold
2,916
– – 0.03% 61
2022
Q2 		$384K Buy
2,916
+10
+0.3% +$1.43K 0.03% 60
2022
Q1 		$462K Buy
2,906
+7
+0.2% +$1.1K 0.03% 59
2021
Q4 		$487K Buy
+2,899
New +$473K 0.03% 58

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 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
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Index Fund Advisors's MGC Position: Q4 2022 in Review

Index Fund Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2022, closing a stake of 2,916 shares — an estimated $364K sold.

Index Fund Advisors first reported a position in MGC in Q4 2021 and held it in 4 quarters. The position peaked at $487K in Q4 2021. 306 funds tracked by Wall St. Rank hold MGC as of Q4 2022.

  • Index Fund Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Index Fund Advisors sold 2,916 Vanguard Morningstar Mega Cap ETF shares in Q4 2022, an estimated $364K.
  • Index Fund Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and held it in 4 quarters.
  • Index Fund Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $487K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2022.

Based on Index Fund Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.