Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Kayne Anderson Rudnick Investment 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
2024
Q4 		– Sell
-40
Closed -$8.26K – 1013
2024
Q3 		$8.26K Hold
40
– – ﹤0.01% 693
2024
Q2 		$7.89K Hold
40
– – ﹤0.01% 655
2024
Q1 		$7.48K Hold
40
– – ﹤0.01% 651
2023
Q4 		$6.77K Hold
40
– – ﹤0.01% 639
2023
Q3 		$6.07K Buy
+40
New +$6.3K ﹤0.01% 609

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's MGC Position: Q4 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2024, closing a stake of 40 shares — an estimated $8.26K sold.

Kayne Anderson Rudnick Investment Management first reported a position in MGC in Q3 2023 and held it in 5 quarters. The position peaked at $8.26K in Q3 2024. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 40 Vanguard Morningstar Mega Cap ETF shares in Q4 2024, an estimated $8.26K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and held it in 5 quarters.
  • Kayne Anderson Rudnick Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $8.26K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.