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Financial Counselors Inc’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Financial Counselors Inc’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
-2,008
Closed -$404K – 340
2025
Q1 		$404K Buy
2,008
+8
+0.4% +$1.7K 0.01% 450
2024
Q4 		$425K Hold
2,000
– – 0.01% 435
2024
Q3 		$413K Buy
+2,000
New +$399K 0.01% 462

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 22.9% 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

Financial Counselors Inc's MGC Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2025, closing a stake of 2,008 shares — an estimated $404K sold.

Financial Counselors Inc first reported a position in MGC in Q3 2024 and held it in 3 quarters. The position peaked at $425K in Q4 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 2,008 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $404K.
  • Financial Counselors Inc first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and held it in 3 quarters.
  • Financial Counselors Inc's Vanguard Morningstar Mega Cap ETF position peaked at $425K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

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