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Atria Wealth Solutions’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Atria Wealth Solutions’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 		$2.33M Sell
10,290
-3,957
-28% -$819K 0.05% 379
2025
Q1 		$2.87M Sell
14,247
-2,047
-13% -$436K 0.03% 509
2024
Q4 		$3.47M Sell
16,294
-535
-3% -$114K 0.04% 460
2024
Q3 		$3.48M Buy
16,829
+707
+4% +$141K 0.04% 444
2024
Q2 		$3.19M Sell
16,122
-2,122
-12% -$399K 0.04% 469
2024
Q1 		$3.41M Buy
18,244
+1,005
+6% +$179K 0.04% 457
2023
Q4 		$2.92M Sell
17,239
-1,626
-9% -$259K 0.04% 473
2023
Q3 		$2.87M Sell
18,865
-1,531
-8% -$241K 0.04% 450
2023
Q2 		$3.19M Sell
20,396
-2,645
-11% -$391K 0.04% 422
2023
Q1 		$3.3M Sell
23,041
-3,794
-14% -$525K 0.05% 379
2022
Q4 		$3.55M Sell
26,835
-978
-4% -$131K 0.06% 338
2022
Q3 		$3.48M Buy
27,813
+601
+2% +$83.4K 0.06% 314
2022
Q2 		$3.59M Buy
27,212
+2,421
+10% +$347K 0.07% 304
2022
Q1 		$3.94M Buy
+24,791
New +$3.89M 0.07% 304

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 22.96% 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

Atria Wealth Solutions's MGC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 28% in Q2 2025, selling an estimated $819K and leaving 10,290 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #379.

Atria Wealth Solutions first reported a position in MGC in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.94M in Q1 2022. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Atria Wealth Solutions held 10,290 shares of Vanguard Morningstar Mega Cap ETF worth $2.33M as of Q2 2025.
  • Atria Wealth Solutions sold 3,957 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $819K.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #379 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Mega Cap ETF position peaked at $3.94M in Q1 2022.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.