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Stuart Chaussee & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-115
Closed -$28.1K – 89
2025
Q3 		$28.1K Hold
115
– – 0.01% 115
2025
Q2 		$25.9K Hold
115
– – 0.01% 116
2025
Q1 		$23.2K Hold
115
– – 0.01% 119
2024
Q4 		$24.5K Hold
115
– – 0.01% 115
2024
Q3 		$23.8K Hold
115
– – 0.01% 103
2024
Q2 		$22.7K Hold
115
– – 0.01% 100
2024
Q1 		$21.5K Hold
115
– – 0.01% 97
2023
Q4 		$19.5K Hold
115
– – 0.01% 91
2023
Q3 		$17.5K Buy
+115
New +$18.1K 0.01% 76

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stuart Chaussee & Associates's MGC Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 115 shares — an estimated $28.1K sold.

Stuart Chaussee & Associates first reported a position in MGC in Q3 2023 and held it in 9 quarters. The position peaked at $28.1K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 115 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $28.1K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and held it in 9 quarters.
  • Stuart Chaussee & Associates's Vanguard Morningstar Mega Cap ETF position peaked at $28.1K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.