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Sheaff Brock Investment Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$795K Hold
3,947
– – 0.07% 197
2024
Q4 		$839K Hold
3,947
– – 0.07% 185
2024
Q3 		$816K Hold
3,947
– – 0.07% 192
2024
Q2 		$779K Hold
3,947
– – 0.07% 192
2024
Q1 		$738K Hold
3,947
– – 0.05% 233
2023
Q4 		$668K Hold
3,947
– – 0.05% 225
2023
Q3 		$599K Buy
3,947
+115
+3% +$18.1K 0.05% 221
2023
Q2 		$600K Hold
3,832
– – 0.05% 233
2023
Q1 		$549K Hold
3,832
– – 0.05% 247
2022
Q4 		$507K Hold
3,832
– – 0.05% 249
2022
Q3 		$478K Hold
3,832
– – 0.05% 243
2022
Q2 		$505K Buy
3,832
+52
+1% +$7.45K 0.04% 247
2022
Q1 		$602K Buy
3,780
+104
+3% +$16.3K 0.04% 248
2021
Q4 		$618K Buy
3,676
+57
+2% +$9.29K 0.04% 240
2021
Q3 		$551K Buy
3,619
+60
+2% +$9.43K 0.04% 249
2021
Q2 		$542K Buy
3,559
+20
+0.6% +$2.96K 0.04% 252
2021
Q1 		$496K Buy
3,539
+25
+0.7% +$3.43K 0.04% 252
2020
Q4 		$469K Buy
3,514
+50
+1% +$6.32K 0.04% 249
2020
Q3 		$415K Buy
3,464
+1,000
+41% +$118K 0.04% 240
2020
Q2 		$270K Buy
2,464
+105
+4% +$10.9K 0.03% 326
2020
Q1 		$215K Hold
2,359
– – 0.03% 325
2019
Q4 		$264K Hold
2,359
– – 0.03% 361
2019
Q3 		$243K Hold
2,359
– – 0.03% 366
2019
Q2 		$239K Buy
+2,359
New +$235K 0.03% 380

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's MGC Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q1 2025 at 3,947 shares worth $795K. The position accounts for 0.07% of the portfolio, ranked #197.

Sheaff Brock Investment Advisors first reported a position in MGC in Q2 2019 and has held it in 24 quarters since. The position peaked at $839K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,947 shares of Vanguard Morningstar Mega Cap ETF worth $795K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #197 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $839K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.