Wilbanks Smith & Thomas Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$277K	Hold	1,483	–	–	0.01%	457
2023 Q4	$251K	Hold	1,483	–	–	0.01%	469
2023 Q3	$225K	Hold	1,483	–	–	0.01%	462
2023 Q2	$232K	Hold	1,483	–	–	0.01%	467
2023 Q1	$212K	Buy	+1,483	New	+$205K	0.01%	479
2022 Q2	–	Sell	-1,483	Closed	-$216K	–	502
2022 Q1	$216K	Hold	1,483	–	–	0.01%	464
2021 Q4	$249K	Hold	1,483	–	–	0.01%	454
2021 Q3	$226K	Hold	1,483	–	–	0.01%	456
2021 Q2	$226K	Hold	1,483	–	–	0.01%	456
2021 Q1	$208K	Buy	+1,483	New	+$203K	0.01%	444

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

WCWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MGC Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2024 at 1,483 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #457.

Wilbanks Smith & Thomas Asset Management first reported a position in MGC in Q1 2021 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold MGC as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 1,483 shares of Vanguard Morningstar Mega Cap ETF worth $277K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2024.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #457 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and has held it in 10 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.