WBG
MGC icon

Wharton Business Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Wharton Business Group’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
-3,410
Closed -$673K – 144
2024
Q2 		$673K Buy
+3,410
New +$641K 0.03% 86
2013
Q4 		– Sell
-7,280
Closed -$418K – 155
2013
Q3 		$418K Hold
7,280
– – 0.04% 121
2013
Q2 		$398K Buy
+7,280
New +$401K 0.03% 122

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 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Wharton Business Group's MGC Position: Q3 2024 in Review

Wharton Business Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2024, closing a stake of 3,410 shares — an estimated $673K sold.

Wharton Business Group first reported a position in MGC in Q2 2013 and held it in 3 quarters. The position peaked at $673K in Q2 2024. 427 funds tracked by Wall St. Rank hold MGC as of Q3 2024.

  • Wharton Business Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wharton Business Group sold 3,410 Vanguard Morningstar Mega Cap ETF shares in Q3 2024, an estimated $673K.
  • Wharton Business Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2013 and held it in 3 quarters.
  • Wharton Business Group's Vanguard Morningstar Mega Cap ETF position peaked at $673K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2024.

Based on Wharton Business Group's 13F filing for Q3 2024, filed 7 Nov 2024.