VCM
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Vigilant Capital Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Vigilant Capital 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
2023
Q2 		$22K Hold
140
– – ﹤0.01% 349
2023
Q1 		$20K Sell
140
-150
-52% -$20.8K ﹤0.01% 343
2022
Q4 		$38K Hold
290
– – ﹤0.01% 295
2022
Q3 		$36K Buy
+290
New +$40.3K ﹤0.01% 322

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Vigilant Capital Management's MGC Position: Q2 2023 in Review

Vigilant Capital Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2023 at 140 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Vigilant Capital Management first reported a position in MGC in Q3 2022 and has held it in 4 quarters since. The position peaked at $38K in Q4 2022. 324 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

  • Vigilant Capital Management held 140 shares of Vanguard Morningstar Mega Cap ETF worth $22K as of Q2 2023.
  • Vigilant Capital Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2023.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #349 holding.
  • Vigilant Capital Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 4 quarters since.
  • Vigilant Capital Management's Vanguard Morningstar Mega Cap ETF position peaked at $38K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.