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Joseph Group Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Joseph Group Capital 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
2023
Q1 		– Sell
-500
Closed -$66K – 91
2022
Q4 		$66K Buy
+500
New +$66.8K 0.06% 66

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
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
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
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

Joseph Group Capital Management's MGC Position: Q1 2023 in Review

Joseph Group Capital Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2023, closing a stake of 500 shares — an estimated $66K sold.

Joseph Group Capital Management first reported a position in MGC in Q4 2022 and held it in 1 quarter. The position peaked at $66K in Q4 2022. 307 funds tracked by Wall St. Rank hold MGC as of Q1 2023.

  • Joseph Group Capital Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Joseph Group Capital Management sold 500 Vanguard Morningstar Mega Cap ETF shares in Q1 2023, an estimated $66K.
  • Joseph Group Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and held it in 1 quarter.
  • Joseph Group Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $66K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2023.

Based on Joseph Group Capital Management's 13F filing for Q1 2023, filed 4 May 2023.