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Bleakley Financial Group’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Bleakley Financial Group’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
-982
Closed -$209K – 795
2024
Q4 		$209K Buy
+982
New +$209K 0.01% 940

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bleakley Financial Group's MGC Position: Q1 2025 in Review

Bleakley Financial Group sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2025, closing a stake of 982 shares — an estimated $209K sold.

Bleakley Financial Group first reported a position in MGC in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Bleakley Financial Group reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 982 Vanguard Mega Cap 300 Index ETF shares in Q1 2025, an estimated $209K.
  • Bleakley Financial Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Vanguard Mega Cap 300 Index ETF position peaked at $209K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.