IFAM
MGC icon

Institutional & Family Asset Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Institutional & Family Asset Management’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 		$129K Hold
654
– – 0.02% 172
2024
Q1 		$122K Hold
654
– – 0.02% 171
2023
Q4 		$111K Hold
654
– – 0.02% 180
2023
Q3 		$99.3K Hold
654
– – 0.02% 176
2023
Q2 		$102K Hold
654
– – 0.02% 182
2023
Q1 		$93.6K Hold
654
– – 0.02% 180
2022
Q4 		$86.6K Hold
654
– – 0.01% 181
2022
Q3 		$82K Sell
654
-112
-15% -$15.5K 0.01% 184
2022
Q2 		$101K Hold
766
– – 0.02% 170
2022
Q1 		$122K Hold
766
– – 0.02% 178
2021
Q4 		$129K Hold
766
– – 0.02% 184
2021
Q3 		$117K Sell
766
-64
-8% -$10.1K 0.02% 221
2021
Q2 		$126K Hold
830
– – 0.02% 212
2021
Q1 		$116K Buy
+830
New +$114K 0.02% 247

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return