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SVB Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

SVB Wealth’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
2020
Q3 		– Sell
-103
Closed -$11K – 758
2020
Q2 		$11K Hold
103
– – ﹤0.01% 611
2020
Q1 		$9K Buy
+103
New +$11K ﹤0.01% 549

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
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

SVB Wealth's MGC Position: Q3 2020 in Review

SVB Wealth sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2020, closing a stake of 103 shares — an estimated $11K sold.

SVB Wealth first reported a position in MGC in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 216 funds tracked by Wall St. Rank hold MGC as of Q3 2020.

  • SVB Wealth reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2020 after selling out during the quarter.
  • SVB Wealth sold 103 Vanguard Morningstar Mega Cap ETF shares in Q3 2020, an estimated $11K.
  • SVB Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and held it in 2 quarters.
  • SVB Wealth's Vanguard Morningstar Mega Cap ETF position peaked at $11K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2020.

Based on SVB Wealth's 13F filing for Q3 2020, filed 10 Nov 2020.