Vigilant Capital Management’s Vanguard Mega Cap 300 Index 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Mega Cap 300 Index 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. 323 funds tracked by Wall St. Rank hold MGC as of Q2 2023.

Vigilant Capital Management held 140 shares of Vanguard Mega Cap 300 Index ETF worth $22K as of Q2 2023.
Vigilant Capital Management left its Vanguard Mega Cap 300 Index ETF share count unchanged in Q2 2023.
Vanguard Mega Cap 300 Index 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 Mega Cap 300 Index ETF in Q3 2022 and has held it in 4 quarters since.
Vigilant Capital Management's Vanguard Mega Cap 300 Index ETF position peaked at $38K in Q4 2022.
323 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2023.

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