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B.O.S.S. Retirement Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-1,932
Closed -$472K – 195
2025
Q3 		$472K Buy
+1,932
New +$452K 0.11% 128

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B.O.S.S. Retirement Advisors's MGC Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 1,932 shares — an estimated $472K sold.

B.O.S.S. Retirement Advisors first reported a position in MGC in Q3 2025 and held it in 1 quarter. The position peaked at $472K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,932 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $472K.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $472K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.