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Congress Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Congress Wealth Management’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 		$2.44M Sell
10,844
-3
-0% -$621 0.02% 526
2025
Q1 		$2.18M Buy
+10,847
New +$2.31M 0.03% 473

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
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

Congress Wealth Management's MGC Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.03% in Q2 2025, selling an estimated $621 and leaving 10,844 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #526.

Congress Wealth Management first reported a position in MGC in Q1 2025 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Congress Wealth Management held 10,844 shares of Vanguard Morningstar Mega Cap ETF worth $2.44M as of Q2 2025.
  • Congress Wealth Management sold 3 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $621.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #526 holding.
  • Congress Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.