Private Wealth Management Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Private Wealth Management 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 Q3	–	Sell	-3	Closed	-$675	–	1517
2025 Q2	$675	Hold	3	–	–	﹤0.01%	1363
2025 Q1	$605	Hold	3	–	–	﹤0.01%	1361
2024 Q4	$638	Hold	3	–	–	﹤0.01%	1400
2024 Q3	$620	Hold	3	–	–	﹤0.01%	1391
2024 Q2	$592	Sell	3 -20	-87%	-$3.76K	﹤0.01%	1396
2024 Q1	$4.3K	Hold	23	–	–	﹤0.01%	674
2023 Q4	$3.89K	Buy	+23	New	+$3.66K	﹤0.01%	715

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Private Wealth Management Group's MGC Position: Q3 2025 in Review

Private Wealth Management Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025, closing a stake of 3 shares — an estimated $675 sold.

Private Wealth Management Group first reported a position in MGC in Q4 2023 and held it in 7 quarters. The position peaked at $4.3K in Q1 2024. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Private Wealth Management Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 3 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $675.
Private Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 7 quarters.
Private Wealth Management Group's Vanguard Morningstar Mega Cap ETF position peaked at $4.3K in Q1 2024.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.