Sonora Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sonora Investment Management’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 Q3	$30K	Buy	+200	New	+$31.4K	﹤0.01%	531
2019 Q1	–	Sell	-55	Closed	-$5K	–	1520
2018 Q4	$5K	Hold	55	–	–	﹤0.01%	1029
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	993
2018 Q2	$5K	Hold	55	–	–	﹤0.01%	955
2018 Q1	$4.98K	Hold	55	–	–	﹤0.01%	948
2017 Q4	$5.05K	Hold	55	–	–	﹤0.01%	951
2017 Q3	$4.75K	Hold	55	–	–	﹤0.01%	873
2017 Q2	$4.56K	Hold	55	–	–	﹤0.01%	852
2017 Q1	$4.44K	Hold	55	–	–	﹤0.01%	807
2016 Q4	$4.2K	Hold	55	–	–	﹤0.01%	725
2016 Q3	$4.06K	Hold	55	–	–	﹤0.01%	710
2016 Q2	$3.93K	Hold	55	–	–	﹤0.01%	720
2016 Q1	$3.92K	Hold	55	–	–	﹤0.01%	766
2015 Q4	$4K	Hold	55	–	–	﹤0.01%	665
2015 Q3	$4K	Buy	+55	New	+$3.81K	﹤0.01%	816

Other funds holding MGC

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 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

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's MGC Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2021: 200 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in MGC as recently as Q4 2018.

Sonora Investment Management first reported a position in MGC in Q3 2015 and has held it in 15 quarters since. 280 funds tracked by Wall St. Rank hold MGC as of Q3 2021.

Sonora Investment Management held 200 shares of Vanguard Morningstar Mega Cap ETF worth $30K as of Q3 2021.
Vanguard Morningstar Mega Cap ETF was a new Sonora Investment Management position in Q3 2021.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #531 holding.
Sonora Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2015 and has held it in 15 quarters since.
280 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.