NEXT Financial Holdings’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$574K	Buy	+5,875	New	+$553K	0.15%	95

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

NEXT Financial Holdings's MGC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2019: 5,875 shares worth $574K. The stake represents 0.15% of the portfolio and ranks #95 among its holdings.

147 funds tracked by Wall St. Rank hold MGC as of Q1 2019.

NEXT Financial Holdings held 5,875 shares of Vanguard Morningstar Mega Cap ETF worth $574K as of Q1 2019.
Vanguard Morningstar Mega Cap ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Morningstar Mega Cap ETF made up 0.15% of NEXT Financial Holdings's portfolio in Q1 2019, its #95 holding.
147 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.