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Summit X LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Summit X LLC’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
-6,298
Closed -$1.42M – 153
2025
Q2 		$1.42M Buy
6,298
+5,298
+530% +$1.1M 0.26% 71
2025
Q1 		$201K Sell
1,000
-93
-9% -$19.8K 0.04% 227
2024
Q4 		$232K Sell
1,093
-54
-5% -$11.5K 0.05% 199
2024
Q3 		$226K Sell
1,147
-180
-14% -$35.9K 0.06% 189
2024
Q2 		$263K Buy
1,327
+132
+11% +$24.8K 0.06% 199
2024
Q1 		$223K Sell
1,195
-23,523
-95% -$4.2M 0.06% 187
2023
Q4 		$4.18M Buy
+24,718
New +$3.93M 1.19% 18

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
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit X LLC's MGC Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025, closing a stake of 6,298 shares — an estimated $1.42M sold.

Summit X LLC first reported a position in MGC in Q4 2023 and held it in 7 quarters. The position peaked at $4.18M in Q4 2023. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 6,298 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $1.42M.
  • Summit X LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 7 quarters.
  • Summit X LLC's Vanguard Morningstar Mega Cap ETF position peaked at $4.18M in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.