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Founders Financial Securities’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-4,235
Closed -$1.03M – 581
2025
Q3 		$1.03M Buy
+4,235
New +$991K 0.07% 246

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Securities's MGC Position: Q4 2025 in Review

Founders Financial Securities sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 4,235 shares — an estimated $1.03M sold.

Founders Financial Securities first reported a position in MGC in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Founders Financial Securities reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Securities sold 4,235 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $1.03M.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and held it in 1 quarter.
  • Founders Financial Securities's Vanguard Morningstar Mega Cap ETF position peaked at $1.03M in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Founders Financial Securities's 13F filing for Q4 2025, filed 10 Feb 2026.