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USA Financial Formulas’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-6,239
Closed -$567K – 289
2020
Q1 		$567K Buy
+6,239
New +$665K 0.36% 80

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

USA Financial Formulas's MGC Position: Q2 2020 in Review

USA Financial Formulas sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2020, closing a stake of 6,239 shares — an estimated $567K sold.

USA Financial Formulas first reported a position in MGC in Q1 2020 and held it in 1 quarter. The position peaked at $567K in Q1 2020. 201 funds tracked by Wall St. Rank hold MGC as of Q2 2020.

  • USA Financial Formulas reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2020 after selling out during the quarter.
  • USA Financial Formulas sold 6,239 Vanguard Morningstar Mega Cap ETF shares in Q2 2020, an estimated $567K.
  • USA Financial Formulas first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and held it in 1 quarter.
  • USA Financial Formulas's Vanguard Morningstar Mega Cap ETF position peaked at $567K in Q1 2020.
  • 201 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2020.

Based on USA Financial Formulas's 13F filing for Q2 2020, filed 11 Aug 2020.