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CMC Financial Group’s Vanguard Mega Cap 300 Index 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CMC Financial Group sold out of Vanguard Mega Cap 300 Index 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 Mega Cap 300 Index ETF position as of Q2 2025 after selling out during the quarter.
  • CMC Financial Group sold 1,082 Vanguard Mega Cap 300 Index ETF shares in Q2 2025, an estimated $218K.
  • CMC Financial Group first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and held it in 6 quarters.
  • CMC Financial Group's Vanguard Mega Cap 300 Index ETF position peaked at $1.65M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q2 2025.

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