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Financial Advocates Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-1,376
Closed -$293K – 768
2024
Q4 		$293K Sell
1,376
-44
-3% -$9.35K 0.02% 600
2024
Q3 		$298K Buy
1,420
+118
+9% +$23.5K 0.02% 598
2024
Q2 		$257K Hold
1,302
– – 0.02% 616
2024
Q1 		$243K Sell
1,302
-573
-31% -$102K 0.01% 665
2023
Q4 		$281K Buy
1,875
+5
+0.3% +$795 0.02% 576
2023
Q3 		$254K Buy
1,870
+573
+44% +$90.2K 0.02% 576
2023
Q2 		$203K Sell
1,297
-3,674
-74% -$543K 0.01% 646
2023
Q1 		$712K Buy
4,971
+204
+4% +$28.2K 0.05% 354
2022
Q4 		$631K Buy
4,767
+322
+7% +$43K 0.05% 400
2022
Q3 		$551K Buy
4,445
+891
+25% +$124K 0.05% 390
2022
Q2 		$469K Buy
3,554
+326
+10% +$46.7K 0.04% 413
2022
Q1 		$513K Sell
3,228
-71
-2% -$11.1K 0.03% 432
2021
Q4 		$555K Buy
3,299
+47
+1% +$7.66K 0.04% 459
2021
Q3 		$486K Buy
3,252
+307
+10% +$48.2K 0.03% 481
2021
Q2 		$448K Sell
2,945
-24
-0.8% -$3.55K 0.03% 500
2021
Q1 		$416K Buy
2,969
+82
+3% +$11.2K 0.03% 526
2020
Q4 		$386K Sell
2,887
-42
-1% -$5.31K 0.03% 500
2020
Q3 		$351K Buy
2,929
+79
+3% +$9.32K 0.03% 444
2020
Q2 		$312K Buy
+2,850
New +$295K 0.03% 460

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's MGC Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2025, closing a stake of 1,376 shares — an estimated $293K sold.

Financial Advocates Investment Management first reported a position in MGC in Q2 2020 and held it in 19 quarters. The position peaked at $712K in Q1 2023. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,376 Vanguard Morningstar Mega Cap ETF shares in Q1 2025, an estimated $293K.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $712K in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.