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Park Square Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Park Square Financial Group’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
Q2 		– Sell
-97
Closed -$19.5K – 1040
2025
Q1 		$19.5K Hold
97
– – 0.02% 448
2024
Q4 		$20.6K Buy
+97
New +$20.6K 0.01% 420

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Square Financial Group's MGC Position: Q2 2025 in Review

Park Square Financial Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2025, closing a stake of 97 shares — an estimated $19.5K sold.

Park Square Financial Group first reported a position in MGC in Q4 2024 and held it in 2 quarters. The position peaked at $20.6K in Q4 2024. 474 funds tracked by Wall St. Rank hold MGC as of Q2 2025.

  • Park Square Financial Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Park Square Financial Group sold 97 Vanguard Morningstar Mega Cap ETF shares in Q2 2025, an estimated $19.5K.
  • Park Square Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and held it in 2 quarters.
  • Park Square Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $20.6K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2025.

Based on Park Square Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.