RPCA
MGC icon

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

Running Point 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
2021
Q4 		– Sell
-40
Closed -$6K – 148
2021
Q3 		$6K Hold
40
– – ﹤0.01% 154
2021
Q2 		$6K Hold
40
– – ﹤0.01% 143
2021
Q1 		$6K Buy
+40
New +$5.48K ﹤0.01% 126

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Running Point Capital Advisors's MGC Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2021, closing a stake of 40 shares — an estimated $6K sold.

Running Point Capital Advisors first reported a position in MGC in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 302 funds tracked by Wall St. Rank hold MGC as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 40 Vanguard Morningstar Mega Cap ETF shares in Q4 2021, an estimated $6K.
  • Running Point Capital Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and held it in 3 quarters.
  • Running Point Capital Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $6K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.