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Fortis Group Advisors’s Vanguard Mega Cap 300 Index 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 $1.37T 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 $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fortis Group Advisors sold out of Vanguard Mega Cap 300 Index 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 Mega Cap 300 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 1,922 Vanguard Mega Cap 300 Index ETF shares in Q1 2025, an estimated $409K.
  • Fortis Group Advisors first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2024 and held it in 4 quarters.
  • Fortis Group Advisors's Vanguard Mega Cap 300 Index ETF position peaked at $824K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2025.

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