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Synergy Investment Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Synergy Investment 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
Q1 		– Sell
-24
Closed -$5.1K – 639
2024
Q4 		$5.1K Buy
+24
New +$5.1K ﹤0.01% 461

Other funds holding MGC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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 $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return

Synergy Investment Management's MGC Position: Q1 2025 in Review

Synergy Investment Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2025, closing a stake of 24 shares — an estimated $5.1K sold.

Synergy Investment Management first reported a position in MGC in Q4 2024 and held it in 1 quarter. The position peaked at $5.1K in Q4 2024. 454 funds tracked by Wall St. Rank hold MGC as of Q1 2025.

  • Synergy Investment Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 24 Vanguard Morningstar Mega Cap ETF shares in Q1 2025, an estimated $5.1K.
  • Synergy Investment Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Vanguard Morningstar Mega Cap ETF position peaked at $5.1K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.