LRWM
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Lord & Richards Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Lord & Richards Wealth 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
2025
Q1 		– Sell
-2,517
Closed -$535K – 178
2024
Q4 		$535K Buy
+2,517
New +$535K 1.13% 32

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord & Richards Wealth Management's MGC Position: Q1 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q1 2025, closing a stake of 2,517 shares — an estimated $535K sold.

Lord & Richards Wealth Management first reported a position in MGC in Q4 2024 and held it in 1 quarter. The position peaked at $535K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,517 Vanguard Mega Cap 300 Index ETF shares in Q1 2025, an estimated $535K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2024 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $535K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.