ARC
MGC icon

Advisor Resource Council’s Vanguard Morningstar Mega Cap 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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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 $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Resource Council's MGC Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2025, closing a stake of 3,336 shares — an estimated $672K sold.

Advisor Resource Council first reported a position in MGC in Q2 2021 and held it in 3 quarters. The position peaked at $672K in Q1 2025. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Advisor Resource Council reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 3,336 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $672K.
  • Advisor Resource Council first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and held it in 3 quarters.
  • Advisor Resource Council's Vanguard Morningstar Mega Cap ETF position peaked at $672K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.