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Fortis Group Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Fortis Group Advisors’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
-1,922
Closed -$409K – 518
2024
Q4 		$409K Sell
1,922
-2,064
-52% -$439K 0.08% 144
2024
Q3 		$824K Buy
3,986
+153
+4% +$30.5K 0.15% 104
2024
Q2 		$756K Buy
3,833
+43
+1% +$8.09K 0.15% 95
2024
Q1 		$708K Buy
+3,790
New +$676K 0.13% 108

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

Fortis Group Advisors's MGC Position: Q1 2025 in Review

Fortis Group Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2025, closing a stake of 1,922 shares — an estimated $409K sold.

Fortis Group Advisors first reported a position in MGC in Q1 2024 and held it in 4 quarters. The position peaked at $824K in Q3 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Fortis Group Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 1,922 Vanguard Morningstar Mega Cap ETF shares in Q1 2025, an estimated $409K.
  • Fortis Group Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and held it in 4 quarters.
  • Fortis Group Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $824K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.