Key Financial Inc’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-190	Closed	-$40.4K	–	1404
2024 Q4	$40.4K	Buy	+190	New	+$40.4K	0.01%	511
2024 Q1	–	Sell	-170	Closed	-$28.8K	–	1322
2023 Q4	$28.8K	Buy	+170	New	+$27K	0.01%	517

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

NYLIM

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

LIM

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

WCWM

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

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

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

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

Key Financial Inc's MGC Position: Q1 2025 in Review

Key Financial Inc sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2025, closing a stake of 190 shares — an estimated $40.4K sold.

Key Financial Inc first reported a position in MGC in Q4 2023 and held it in 2 quarters. The position peaked at $40.4K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

Key Financial Inc reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 190 Vanguard Morningstar Mega Cap ETF shares in Q1 2025, an estimated $40.4K.
Key Financial Inc first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 2 quarters.
Key Financial Inc's Vanguard Morningstar Mega Cap ETF position peaked at $40.4K in Q4 2024.
454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.