Revisor Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Revisor 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 Q3	–	Sell	-2,532	Closed	-$576K	–	277
2025 Q2	$576K	Sell	2,532 -2,123	-46%	-$439K	0.21%	111
2025 Q1	$937K	Buy	4,655 +2,676	+135%	+$570K	0.42%	47
2024 Q4	$421K	Buy	1,979 +335	+20%	+$71.2K	0.39%	50
2024 Q3	$340K	Sell	1,644 -64	-4%	-$12.8K	0.21%	111
2024 Q2	$337K	Buy	+1,708	New	+$321K	0.23%	97

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Revisor Wealth Management's MGC Position: Q3 2025 in Review

Revisor Wealth Management sold out of Vanguard Mega Cap 300 Index ETF (MGC) in Q3 2025, closing a stake of 2,532 shares — an estimated $576K sold.

Revisor Wealth Management first reported a position in MGC in Q2 2024 and held it in 5 quarters. The position peaked at $937K in Q1 2025. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Revisor Wealth Management reported no remaining Vanguard Mega Cap 300 Index ETF position as of Q3 2025 after selling out during the quarter.
Revisor Wealth Management sold 2,532 Vanguard Mega Cap 300 Index ETF shares in Q3 2025, an estimated $576K.
Revisor Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q2 2024 and held it in 5 quarters.
Revisor Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $937K in Q1 2025.
493 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q3 2025.

Based on Revisor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.