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Michael A Dubis Financial Planning’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Michael A Dubis Financial Planning’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 		$1.57M Hold
7,785
– – 1.52% 12
2024
Q4 		$1.66M Buy
+7,785
New +$1.65M 1.6% 11

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Michael A Dubis Financial Planning's MGC Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2025 at 7,785 shares worth $1.57M. The position accounts for 1.52% of the portfolio, ranked #12.

Michael A Dubis Financial Planning first reported a position in MGC in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.66M in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Michael A Dubis Financial Planning held 7,785 shares of Vanguard Morningstar Mega Cap ETF worth $1.57M as of Q1 2025.
  • Michael A Dubis Financial Planning left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mega Cap ETF made up 1.52% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #12 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Vanguard Morningstar Mega Cap ETF position peaked at $1.66M in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.