Gibson Capital’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Gibson Capital’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 Q3	–	Sell	-4,560	Closed	-$1.03M	–	89
2025 Q2	$1.03M	Hold	4,560	–	–	0.2%	24
2025 Q1	$918K	Hold	4,560	–	–	0.19%	22
2024 Q4	$970K	Hold	4,560	–	–	0.2%	22
2024 Q3	$942K	Hold	4,560	–	–	0.19%	21
2024 Q2	$900K	Hold	4,560	–	–	0.2%	20
2024 Q1	$852K	Hold	4,560	–	–	0.19%	20
2023 Q4	$772K	Hold	4,560	–	–	0.18%	23
2023 Q3	$693K	Hold	4,560	–	–	0.19%	19
2023 Q2	$713K	Hold	4,560	–	–	0.19%	19
2023 Q1	$653K	Hold	4,560	–	–	0.17%	21
2022 Q4	$604K	Hold	4,560	–	–	0.18%	20
2022 Q3	$569K	Hold	4,560	–	–	0.18%	19
2022 Q2	$601K	Hold	4,560	–	–	0.18%	18
2022 Q1	$725K	Hold	4,560	–	–	0.18%	16
2021 Q4	$766K	Hold	4,560	–	–	0.18%	16
2021 Q3	$694K	Hold	4,560	–	–	0.18%	15
2021 Q2	$694K	Sell	4,560 -1,430	-24%	-$211K	0.18%	16
2021 Q1	$839K	Hold	5,990	–	–	0.23%	14
2020 Q4	$799K	Hold	5,990	–	–	0.24%	17
2020 Q3	$718K	Hold	5,990	–	–	0.24%	17
2020 Q2	$655K	Hold	5,990	–	–	0.23%	18
2020 Q1	$544K	Hold	5,990	–	–	0.23%	20
2019 Q4	$669K	Hold	5,990	–	–	0.23%	21
2019 Q3	$617K	Hold	5,990	–	–	0.22%	19
2019 Q2	$606K	Sell	5,990 -2,760	-32%	-$275K	0.23%	16
2019 Q1	$854K	Hold	8,750	–	–	0.29%	16
2018 Q4	$760K	Hold	8,750	–	–	0.3%	16
2018 Q3	$879K	Sell	8,750 -575	-6%	-$56.5K	0.3%	15
2018 Q2	$870K	Sell	9,325 -650	-7%	-$60.5K	0.31%	17
2018 Q1	$903K	Hold	9,975	–	–	0.32%	15
2017 Q4	$915K	Hold	9,975	–	–	0.32%	14
2017 Q3	$860K	Hold	9,975	–	–	0.31%	17
2017 Q2	$826K	Hold	9,975	–	–	0.29%	16
2017 Q1	$804K	Hold	9,975	–	–	0.27%	16
2016 Q4	$761K	Hold	9,975	–	–	0.26%	17
2016 Q3	$735K	Hold	9,975	–	–	0.26%	17
2016 Q2	$713K	Hold	9,975	–	–	0.25%	17
2016 Q1	$699K	Hold	9,975	–	–	0.25%	16
2015 Q4	$695K	Hold	9,975	–	–	0.25%	18
2015 Q3	$651K	Hold	9,975	–	–	0.21%	22
2015 Q2	$701K	Sell	9,975 -4,391	-31%	-$315K	0.21%	22
2015 Q1	$1.01M	Hold	14,366	–	–	0.3%	18
2014 Q4	$1.01M	Buy	14,366 +9,975	+227%	+$686K	0.31%	18
2014 Q3	$296K	Hold	4,391	–	–	0.09%	28
2014 Q2	$293K	Hold	4,391	–	–	0.1%	26
2014 Q1	$280K	Buy	+4,391	New	+$275K	0.1%	21

Other funds holding MGC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

LIM

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Gibson Capital's MGC Position: Q3 2025 in Review

Gibson Capital sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025, closing a stake of 4,560 shares — an estimated $1.03M sold.

Gibson Capital first reported a position in MGC in Q1 2014 and held it in 46 quarters. The position peaked at $1.03M in Q2 2025. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Gibson Capital reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
Gibson Capital sold 4,560 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $1.03M.
Gibson Capital first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2014 and held it in 46 quarters.
Gibson Capital's Vanguard Morningstar Mega Cap ETF position peaked at $1.03M in Q2 2025.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Gibson Capital's 13F filing for Q3 2025, filed 24 Oct 2025.