NNP
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Nachman Norwood & Parrott’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Nachman Norwood & Parrott’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
2021
Q2 		$213K Buy
+1,397
New +$207K 0.02% 275
2020
Q4 		– Sell
-1,397
Closed -$168K – 718
2020
Q3 		$168K Buy
+1,397
New +$165K 0.02% 274

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's MGC Position: Q2 2021 in Review

Nachman Norwood & Parrott opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2021: 1,397 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: Nachman Norwood & Parrott previously reported a position in MGC as recently as Q3 2020.

Nachman Norwood & Parrott first reported a position in MGC in Q3 2020 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold MGC as of Q2 2021.

  • Nachman Norwood & Parrott held 1,397 shares of Vanguard Morningstar Mega Cap ETF worth $213K as of Q2 2021.
  • Vanguard Morningstar Mega Cap ETF was a new Nachman Norwood & Parrott position in Q2 2021.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #275 holding.
  • Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.