Moloney Securities Asset Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Moloney Securities Asset 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 Q3	$343K	Hold	1,406	–	–	0.04%	333
2025 Q2	$316K	Hold	1,406	–	–	0.04%	349
2025 Q1	$283K	Hold	1,406	–	–	0.04%	361
2024 Q4	$299K	Sell	1,406 -150	-10%	-$31.9K	0.04%	348
2024 Q3	$322K	Hold	1,556	–	–	0.04%	339
2024 Q2	$307K	Hold	1,556	–	–	0.04%	343
2024 Q1	$291K	Hold	1,556	–	–	0.04%	348
2023 Q4	$263K	Hold	1,556	–	–	0.04%	352
2023 Q3	$236K	Hold	1,556	–	–	0.04%	354
2023 Q2	$243K	Hold	1,556	–	–	0.04%	347
2023 Q1	$223K	Hold	1,556	–	–	0.04%	365
2022 Q4	$206K	Buy	+1,556	New	+$208K	0.05%	358
2022 Q3	–	Sell	-1,556	Closed	-$205K	–	391
2022 Q2	$205K	Sell	1,556 -44	-3%	-$6.3K	0.05%	335
2022 Q1	$254K	Hold	1,600	–	–	0.05%	338
2021 Q4	$269K	Sell	1,600 -90	-5%	-$14.7K	0.05%	346
2021 Q3	$258K	Hold	1,690	–	–	0.05%	348
2021 Q2	$257K	Hold	1,690	–	–	0.05%	351
2021 Q1	$237K	Hold	1,690	–	–	0.05%	343
2020 Q4	$226K	Hold	1,690	–	–	0.05%	334
2020 Q3	$203K	Buy	+1,690	New	+$199K	0.05%	298

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

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

RIG

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

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

Moloney Securities Asset Management's MGC Position: Q3 2025 in Review

Moloney Securities Asset Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2025 at 1,406 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #333.

Moloney Securities Asset Management first reported a position in MGC in Q3 2020 and has held it in 20 quarters since. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Moloney Securities Asset Management held 1,406 shares of Vanguard Morningstar Mega Cap ETF worth $343K as of Q3 2025.
Moloney Securities Asset Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2025.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #333 holding.
Moloney Securities Asset Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 20 quarters since.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.