NEXT Financial Holdings’s Vanguard Mega Cap 300 Index 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 $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VFP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Vanguard Mega Cap 300 Index 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 Mega Cap 300 Index ETF worth $574K as of Q1 2019.
Vanguard Mega Cap 300 Index ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Mega Cap 300 Index 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 Mega Cap 300 Index ETF as of Q1 2019.

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