CMC Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

CMC 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 Q2	–	Sell	-1,082	Closed	-$218K	–	37
2025 Q1	$218K	Sell	1,082 -2,303	-68%	-$490K	0.49%	30
2024 Q4	$720K	Hold	3,385	–	–	1.54%	14
2024 Q3	$699K	Hold	3,385	–	–	1.03%	14
2024 Q2	$668K	Sell	3,385 -5,447	-62%	-$1.02M	1.11%	11
2024 Q1	$1.65M	Sell	8,832 -459	-5%	-$81.9K	2.33%	8
2023 Q4	$1.58M	Buy	+9,291	New	+$1.48M	2.12%	9

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CMC Financial Group's MGC Position: Q2 2025 in Review

CMC Financial Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2025, closing a stake of 1,082 shares — an estimated $218K sold.

CMC Financial Group first reported a position in MGC in Q4 2023 and held it in 6 quarters. The position peaked at $1.65M in Q1 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

CMC Financial Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2025 after selling out during the quarter.
CMC Financial Group sold 1,082 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $218K.
CMC Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 6 quarters.
CMC Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $1.65M in Q1 2024.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on CMC Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.