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MGC icon

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

UBS’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
2014
Q3 		$18.4M Buy
272,685
+27,239
+11% +$1.84M 0.02% 1012
2014
Q2 		$16.4M Buy
245,446
+39,748
+19% +$2.58M 0.02% 995
2014
Q1 		$13.1M Sell
205,698
-15,229
-7% -$955K 0.01% 1055
2013
Q4 		$14M Buy
220,927
+28,798
+15% +$1.74M 0.02% 1033
2013
Q3 		$11M Buy
192,129
+8,099
+4% +$464K 0.02% 1059
2013
Q2 		$10.1M Buy
+184,030
New +$10.1M 0.02% 1031

Other funds holding MGC

VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
B
BancorpSouth Tupelo, Mississippi $1.01B AUM 4.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return