AWM
MGC icon

Avior Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-120
Closed -$25.5K – 1695
2024
Q4 		$25.5K Hold
120
– – ﹤0.01% 1358
2024
Q3 		$24.8K Hold
120
– – ﹤0.01% 1333
2024
Q2 		$23.7K Hold
120
– – ﹤0.01% 1309
2024
Q1 		$22.4K Hold
120
– – ﹤0.01% 1552
2023
Q4 		$20.3K Hold
120
– – ﹤0.01% 884
2023
Q3 		$18.2K Hold
120
– – ﹤0.01% 956
2023
Q2 		$18.8K Buy
120
+25
+26% +$3.69K ﹤0.01% 942
2023
Q1 		$13.6K Hold
95
– – ﹤0.01% 1006
2022
Q4 		$12.6K Buy
95
+10
+12% +$1.34K ﹤0.01% 820
2022
Q3 		$10K Hold
85
– – ﹤0.01% 851
2022
Q2 		$11K Buy
+85
New +$12.2K ﹤0.01% 757

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avior Wealth Management's MGC Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2025, closing a stake of 120 shares — an estimated $25.5K sold.

Avior Wealth Management first reported a position in MGC in Q2 2022 and held it in 11 quarters. The position peaked at $25.5K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 120 Vanguard Morningstar Mega Cap ETF shares in Q1 2025, an estimated $25.5K.
  • Avior Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $25.5K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.