Future Financial Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Future Financial Wealth 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 Q4	–	Sell	-200	Closed	-$48.8K	–	304
2025 Q3	$48.8K	Hold	200	–	–	0.03%	256
2025 Q2	$45K	Hold	200	–	–	0.03%	258
2025 Q1	$40.3K	Hold	200	–	–	0.03%	258
2024 Q4	$42.5K	Hold	200	–	–	0.03%	253
2024 Q3	$41.3K	Buy	+200	New	+$39.9K	0.03%	276
2024 Q2	–	Sell	-200	Closed	-$37.4K	–	314
2024 Q1	$37.4K	Buy	+200	New	+$35.7K	0.03%	293
2022 Q2	–	Sell	-200	Closed	-$32K	–	333
2022 Q1	$32K	Sell	200 -160	-44%	-$25.1K	0.03%	320
2021 Q4	$61K	Buy	+360	New	+$58.7K	0.05%	252

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Future Financial Wealth Management's MGC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 200 shares — an estimated $48.8K sold.

Future Financial Wealth Management first reported a position in MGC in Q4 2021 and held it in 8 quarters. The position peaked at $61K in Q4 2021. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Future Financial Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 200 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $48.8K.
Future Financial Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $61K in Q4 2021.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.