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Stephens Inc’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Stephens Inc’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
-3,102
Closed -$473K – 1385
2021
Q3 		$473K Hold
3,102
– – 0.01% 891
2021
Q2 		$473K Hold
3,102
– – 0.01% 902
2021
Q1 		$435K Sell
3,102
-850
-22% -$116K 0.01% 883
2020
Q4 		$527K Sell
3,952
-4,280
-52% -$541K 0.01% 754
2020
Q3 		$987K Sell
8,232
-6,494
-44% -$766K 0.02% 559
2020
Q2 		$1.61M Sell
14,726
-22,911
-61% -$2.37M 0.03% 408
2020
Q1 		$3.42M Buy
+37,637
New +$4.01M 0.09% 231

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return