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West Oak Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

West Oak Capital’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
2024
Q3 		– Sell
-42
Closed -$8.29K – 325
2024
Q2 		$8.29K Buy
+42
New +$7.9K ﹤0.01% 261

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

West Oak Capital's MGC Position: Q3 2024 in Review

West Oak Capital sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2024, closing a stake of 42 shares — an estimated $8.29K sold.

West Oak Capital first reported a position in MGC in Q2 2024 and held it in 1 quarter. The position peaked at $8.29K in Q2 2024. 427 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • West Oak Capital reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 42 Vanguard Morningstar Mega Cap ETF shares in Q3 2024, an estimated $8.29K.
  • West Oak Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and held it in 1 quarter.
  • West Oak Capital's Vanguard Morningstar Mega Cap ETF position peaked at $8.29K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.