Galvin Gaustad & Stein’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Galvin Gaustad & Stein’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
2024 Q4	–	Sell	-1,000	Closed	-$207K	–	190
2024 Q3	$207K	Buy	+1,000	New	+$200K	0.02%	180
2021 Q4	–	Sell	-1,350	Closed	-$206K	–	182
2021 Q3	$206K	Sell	1,350 -225	-14%	-$35.4K	0.02%	175
2021 Q2	$240K	Hold	1,575	–	–	0.02%	176
2021 Q1	$221K	Hold	1,575	–	–	0.02%	179
2020 Q4	$210K	Buy	+1,575	New	+$199K	0.02%	181

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Galvin Gaustad & Stein's MGC Position: Q4 2024 in Review

Galvin Gaustad & Stein sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2024, closing a stake of 1,000 shares — an estimated $207K sold.

Galvin Gaustad & Stein first reported a position in MGC in Q4 2020 and held it in 5 quarters. The position peaked at $240K in Q2 2021. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

Galvin Gaustad & Stein reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,000 Vanguard Morningstar Mega Cap ETF shares in Q4 2024, an estimated $207K.
Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and held it in 5 quarters.
Galvin Gaustad & Stein's Vanguard Morningstar Mega Cap ETF position peaked at $240K in Q2 2021.
460 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2024, filed 17 Jan 2025.