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Creekmur Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Creekmur Asset 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
Q3 		$23.2K Hold
95
– – ﹤0.01% 420
2025
Q2 		$21.4K Hold
95
– – ﹤0.01% 430
2025
Q1 		$19.1K Hold
95
– – ﹤0.01% 406
2024
Q4 		$20.2K Hold
95
– – ﹤0.01% 333
2024
Q3 		$19.6K Buy
+95
New +$19K ﹤0.01% 345

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Creekmur Asset Management's MGC Position: Q3 2025 in Review

Creekmur Asset Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2025 at 95 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Creekmur Asset Management first reported a position in MGC in Q3 2024 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

  • Creekmur Asset Management held 95 shares of Vanguard Morningstar Mega Cap ETF worth $23.2K as of Q3 2025.
  • Creekmur Asset Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #420 holding.
  • Creekmur Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.