Kovitz Investment Group Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-1,404	Closed	-$343K	–	974
2025 Q3	$343K	Buy	1,404 +1	+0.1%	+$234	﹤0.01%	1154
2025 Q2	$316K	Buy	1,403 +53	+4%	+$11K	﹤0.01%	1127
2025 Q1	$272K	Buy	1,350 +3	+0.2%	+$639	﹤0.01%	1087
2024 Q4	$287K	Buy	1,347 +1	+0.1%	+$213	﹤0.01%	1054
2024 Q3	$278K	Buy	+1,346	New	+$269K	﹤0.01%	891

Other funds holding MGC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

LIM

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

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

RIG

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

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

Kovitz Investment Group Partners's MGC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 1,404 shares — an estimated $343K sold.

Kovitz Investment Group Partners first reported a position in MGC in Q3 2024 and held it in 5 quarters. The position peaked at $343K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,404 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $343K.
Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Vanguard Morningstar Mega Cap ETF position peaked at $343K in Q3 2025.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.