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Bristlecone Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Bristlecone 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
Q3 		– Sell
-37
Closed -$8.32K – 273
2025
Q2 		$8.32K Hold
37
– – ﹤0.01% 284
2025
Q1 		$7.45K Hold
37
– – ﹤0.01% 357
2024
Q4 		$7.87K Hold
37
– – ﹤0.01% 350
2024
Q3 		$7.65K Buy
+37
New +$7.38K ﹤0.01% 353
2023
Q2 		– Sell
-41
Closed -$5.87K – 314
2023
Q1 		$5.87K Buy
+41
New +$5.68K ﹤0.01% 338
2018
Q4 		– Sell
-2,043
Closed -$205K – 141
2018
Q3 		$205K Buy
+2,043
New +$201K 0.05% 145
2018
Q1 		– Sell
-2,178
Closed -$200K – 141
2017
Q4 		$200K Sell
2,178
-290
-12% -$25.9K 0.06% 140
2017
Q3 		$213K Sell
2,468
-122
-5% -$10.3K 0.07% 135
2017
Q2 		$215K Sell
2,590
-163
-6% -$13.4K 0.07% 140
2017
Q1 		$222K Hold
2,753
– – 0.08% 140
2016
Q4 		$210K Sell
2,753
-308
-10% -$23K 0.07% 146
2016
Q3 		$226K Hold
3,061
– – 0.08% 144
2016
Q2 		$219K Buy
3,061
+12
+0.4% +$850 0.08% 131
2016
Q1 		$214K Sell
3,049
-101
-3% -$6.74K 0.08% 153
2015
Q4 		$220K Buy
+3,150
New +$221K 0.09% 161

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
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

Bristlecone Advisors's MGC Position: Q3 2025 in Review

Bristlecone Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025, closing a stake of 37 shares — an estimated $8.32K sold.

Bristlecone Advisors first reported a position in MGC in Q4 2015 and held it in 15 quarters. The position peaked at $226K in Q3 2016. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

  • Bristlecone Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 37 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $8.32K.
  • Bristlecone Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2015 and held it in 15 quarters.
  • Bristlecone Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $226K in Q3 2016.
  • 493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.