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Sugarloaf Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$791K Buy
3,722
+10
+0.3% +$2.13K 0.15% 66
2024
Q3 		$767K Buy
3,712
+20
+0.5% +$3.99K 0.15% 67
2024
Q2 		$728K Hold
3,692
– – 0.15% 68
2024
Q1 		$690K Buy
3,692
+11
+0.3% +$1.96K 0.14% 69
2023
Q4 		$623K Buy
3,681
+13
+0.4% +$2.07K 0.15% 73
2023
Q3 		$557K Buy
3,668
+12
+0.3% +$1.89K 0.14% 74
2023
Q2 		$572K Buy
3,656
+13
+0.4% +$1.92K 0.13% 75
2023
Q1 		$522K Sell
3,643
-678
-16% -$93.9K 0.13% 77
2022
Q4 		$572K Buy
4,321
+29
+0.7% +$3.87K 0.14% 68
2022
Q3 		$536K Hold
4,292
– – 0.14% 73
2022
Q2 		$566K Buy
4,292
+13
+0.3% +$1.86K 0.14% 71
2022
Q1 		$681K Buy
4,279
+9
+0.2% +$1.41K 0.16% 57
2021
Q4 		$718K Sell
4,270
-323
-7% -$52.7K 0.17% 56
2021
Q3 		$700K Hold
4,593
– – 0.18% 55
2021
Q2 		$700K Buy
4,593
+14
+0.3% +$2.07K 0.19% 56
2021
Q1 		$642 Buy
4,579
+14
+0.3% +$1.92K 0.19% 57
2020
Q4 		$609K Buy
4,565
+21
+0.5% +$2.66K 0.2% 57
2020
Q3 		$545K Buy
4,544
+15
+0.3% +$1.77K 0.2% 60
2020
Q2 		$496K Buy
4,529
+20
+0.4% +$2.07K 0.19% 66
2020
Q1 		$410K Buy
4,509
+22
+0.5% +$2.35K 0.18% 71
2019
Q4 		$501K Buy
+4,487
New +$479K 0.21% 77

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Sugarloaf Wealth Management's MGC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.27% in Q4 2024, buying an estimated $2.13K and bringing the position to 3,722 shares worth $791K. The position accounts for 0.15% of the portfolio, ranked #66.

Sugarloaf Wealth Management first reported a position in MGC in Q4 2019 and has held it in 21 quarters since. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

  • Sugarloaf Wealth Management held 3,722 shares of Vanguard Mega Cap 300 Index ETF worth $791K as of Q4 2024.
  • Sugarloaf Wealth Management bought 10 Vanguard Mega Cap 300 Index ETF shares in Q4 2024, an estimated $2.13K.
  • Vanguard Mega Cap 300 Index ETF made up 0.15% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #66 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2019 and has held it in 21 quarters since.
  • 460 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.