Revisor Wealth Management’s Vanguard Morningstar Mega Cap 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 $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

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

Revisor Wealth Management sold out of Vanguard Morningstar Mega Cap 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 Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
Revisor Wealth Management sold 2,532 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $576K.
Revisor Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and held it in 5 quarters.
Revisor Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $937K in Q1 2025.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

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