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Romano Brothers & Co’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-570
Closed -$75.5K – 683
2022
Q4 		$75.5K Buy
+570
New +$76.1K 0.01% 409

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Romano Brothers & Co's MGC Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2023, closing a stake of 570 shares — an estimated $75.5K sold.

Romano Brothers & Co first reported a position in MGC in Q4 2022 and held it in 1 quarter. The position peaked at $75.5K in Q4 2022. 307 funds tracked by Wall St. Rank hold MGC as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 570 Vanguard Morningstar Mega Cap ETF shares in Q1 2023, an estimated $75.5K.
  • Romano Brothers & Co first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Morningstar Mega Cap ETF position peaked at $75.5K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.