PCA
MGC icon

Personal Capital Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Personal Capital Advisors’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
2022
Q1 		– Sell
-1,469
Closed -$247K – 523
2021
Q4 		$247K Buy
+1,469
New +$240K ﹤0.01% 476
2020
Q1 		– Sell
-2,032
Closed -$227K – 383
2019
Q4 		$227K Buy
+2,032
New +$217K ﹤0.01% 373

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's MGC Position: Q1 2022 in Review

Personal Capital Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2022, closing a stake of 1,469 shares — an estimated $247K sold.

Personal Capital Advisors first reported a position in MGC in Q4 2019 and held it in 2 quarters. The position peaked at $247K in Q4 2021. 299 funds tracked by Wall St. Rank hold MGC as of Q1 2022.

  • Personal Capital Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,469 Vanguard Morningstar Mega Cap ETF shares in Q1 2022, an estimated $247K.
  • Personal Capital Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and held it in 2 quarters.
  • Personal Capital Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $247K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.