ARC
MGC icon

Advisor Resource Council’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-3,336
Closed -$672K – 419
2025
Q1 		$672K Buy
+3,336
New +$710K 0.05% 312
2022
Q1 		– Sell
-1,976
Closed -$332K – 403
2021
Q4 		$332K Buy
+1,976
New +$322K 0.03% 412
2021
Q3 		– Sell
-1,887
Closed -$287K – 368
2021
Q2 		$287K Buy
+1,887
New +$279K 0.03% 399

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return