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Retirement Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Retirement Group’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
2024
Q1 		$4.59K Hold
16
– – ﹤0.01% 574
2023
Q4 		$4.15K Hold
16
– – ﹤0.01% 549
2023
Q3 		$3.63K Hold
16
– – ﹤0.01% 517
2023
Q2 		$3.77K Hold
16
– – ﹤0.01% 545
2023
Q1 		$3K Hold
16
– – ﹤0.01% 560
2022
Q4 		$3K Buy
+16
New +$2.14K ﹤0.01% 492

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Retirement Group's MGC Position: Q1 2024 in Review

Retirement Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2024 at 16 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Retirement Group first reported a position in MGC in Q4 2022 and has held it in 6 quarters since. 410 funds tracked by Wall St. Rank hold MGC as of Q1 2024.

  • Retirement Group held 16 shares of Vanguard Morningstar Mega Cap ETF worth $4.59K as of Q1 2024.
  • Retirement Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2024.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #574 holding.
  • Retirement Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 6 quarters since.
  • 410 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.