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Sittner & Nelson’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-3
Closed -$561 – 474
2024
Q1 		$561 Buy
+3
New +$535 ﹤0.01% 465

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Sittner & Nelson's MGC Position: Q2 2024 in Review

Sittner & Nelson sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q2 2024, closing a stake of 3 shares — an estimated $561 sold.

Sittner & Nelson first reported a position in MGC in Q1 2024 and held it in 1 quarter. The position peaked at $561 in Q1 2024. 421 funds tracked by Wall St. Rank hold MGC as of Q2 2024.

  • Sittner & Nelson reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 3 Vanguard Mega Cap 300 Index ETF shares in Q2 2024, an estimated $561.
  • Sittner & Nelson first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's Vanguard Mega Cap 300 Index ETF position peaked at $561 in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.