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Pittenger & Anderson Inc’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Pittenger & Anderson Inc’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
Q4 		– Sell
-2
Closed -$304 – 443
2023
Q3 		$304 Hold
2
– – ﹤0.01% 415
2023
Q2 		$313 Buy
+2
New +$296 ﹤0.01% 454

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Pittenger & Anderson Inc's MGC Position: Q4 2023 in Review

Pittenger & Anderson Inc sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2023, closing a stake of 2 shares — an estimated $304 sold.

Pittenger & Anderson Inc first reported a position in MGC in Q2 2023 and held it in 2 quarters. The position peaked at $313 in Q2 2023. 378 funds tracked by Wall St. Rank hold MGC as of Q4 2023.

  • Pittenger & Anderson Inc reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 2 Vanguard Morningstar Mega Cap ETF shares in Q4 2023, an estimated $304.
  • Pittenger & Anderson Inc first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and held it in 2 quarters.
  • Pittenger & Anderson Inc's Vanguard Morningstar Mega Cap ETF position peaked at $313 in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2023, filed 2 Feb 2024.