Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) Shares Bought by Summit Wealth & Retirement Planning Inc.


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Summit Wealth & Retirement Planning Inc. grew its holdings in Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 166,795 shares of the company’s stock after purchasing an additional 1,265 shares during the period. Vanguard Mega Cap Index Fund ETF Shares makes up 8.4% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 2nd largest position. Summit Wealth & Retirement Planning Inc. owned 0.67% of Vanguard Mega Cap Index Fund ETF Shares worth $22,259,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Capital Investment Advisory Services LLC acquired a new position in Vanguard Mega Cap Index Fund ETF Shares during the fourth quarter worth $25,000. Accel Wealth Management acquired a new position in Vanguard Mega Cap Index Fund ETF Shares during the 4th quarter worth about $31,000. International Assets Investment Management LLC acquired a new position in Vanguard Mega Cap Index Fund ETF Shares during the 4th quarter worth about $32,000. Perigon Wealth Management LLC purchased a new position in Vanguard Mega Cap Index Fund ETF Shares during the 4th quarter valued at about $32,000. Finally, Zeit Capital LLC acquired a new position in Vanguard Mega Cap Index Fund ETF Shares in the 4th quarter valued at about $34,000.

NYSEARCA:MGC traded down $0.44 on Tuesday, reaching $136.96. 502 shares of the company’s stock were exchanged, compared to its average volume of 92,486. The business has a fifty day moving average of $136.28 and a 200-day moving average of $127.39. Vanguard Mega Cap Index Fund ETF Shares has a 52-week low of $77.64 and a 52-week high of $140.53.

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Institutional Ownership by Quarter for Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC)

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