Equita Financial Network’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Equita Financial Network’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	-31,662	Closed	-$6.38M	–	85
2025 Q1	$6.38M	Hold	31,662	–	–	2.23%	14
2024 Q4	$6.73M	Buy	31,662 +29	+0.1%	+$6.17K	2.43%	13
2024 Q3	$6.54M	Hold	31,633	–	–	2.39%	14
2024 Q2	$6.24M	Hold	31,633	–	–	2.61%	13
2024 Q1	$5.91M	Hold	31,633	–	–	2.65%	14
2023 Q4	$5.36M	Sell	31,633 -5,048	-14%	-$803K	2.85%	15
2023 Q3	$5.57M	Buy	+36,681	New	+$5.78M	3.43%	12

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

Equita Financial Network's MGC Position: Q2 2025 in Review

Equita Financial Network sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2025, closing a stake of 31,662 shares — an estimated $6.38M sold.

Equita Financial Network first reported a position in MGC in Q3 2023 and held it in 7 quarters. The position peaked at $6.73M in Q4 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

Equita Financial Network reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2025 after selling out during the quarter.
Equita Financial Network sold 31,662 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $6.38M.
Equita Financial Network first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and held it in 7 quarters.
Equita Financial Network's Vanguard Morningstar Mega Cap ETF position peaked at $6.73M in Q4 2024.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.