Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Householder Group Estate & Retirement Specialist’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	-204	Closed	-$42K	–	931
2024 Q3	$42K	Sell	204 -16	-7%	-$3.19K	0.01%	512
2024 Q2	$43K	Hold	220	–	–	0.01%	508
2024 Q1	$41.1K	Hold	220	–	–	0.01%	512
2023 Q4	$37K	Hold	220	–	–	0.01%	517
2023 Q3	$33.4K	Buy	+220	New	+$34.6K	0.01%	533
2023 Q1	$31K	Buy	+220	New	+$30.5K	0.01%	536
2022 Q4	–	Sell	-220	Closed	-$27K	–	794
2022 Q3	$27K	Buy	+220	New	+$30.5K	0.01%	517

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

Householder Group Estate & Retirement Specialist's MGC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2024, closing a stake of 204 shares — an estimated $42K sold.

Householder Group Estate & Retirement Specialist first reported a position in MGC in Q3 2022 and held it in 7 quarters. The position peaked at $43K in Q2 2024. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 204 Vanguard Morningstar Mega Cap ETF shares in Q4 2024, an estimated $42K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Mega Cap ETF position peaked at $43K in Q2 2024.
460 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.