Von Berge Wealth Management Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Von Berge Wealth Management Group’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	-1,765	Closed	-$403K	–	24
2025 Q2	$403K	Buy	1,765 +5	+0.3%	+$1.03K	0.23%	43
2025 Q1	$347K	Buy	1,760 +5	+0.3%	+$1.06K	0.22%	42
2024 Q4	$385K	Sell	1,755 -117	-6%	-$24.9K	0.23%	43
2024 Q3	$398K	Buy	1,872 +6	+0.3%	+$1.2K	0.25%	41
2024 Q2	$370K	Buy	1,866 +5	+0.3%	+$940	0.24%	41
2024 Q1	$348K	Buy	1,861 +1	+0.1%	+$178	0.22%	42
2023 Q4	$317K	Buy	1,860 +2	+0.1%	+$318	0.24%	46
2023 Q3	$282K	Buy	1,858 +2	+0.1%	+$315	0.24%	45
2023 Q2	$290K	Buy	1,856 +1	+0.1%	+$148	0.24%	45
2023 Q1	$267K	Buy	1,855 +2	+0.1%	+$277	0.24%	47
2022 Q4	$260K	Buy	1,853 +38	+2%	+$5.08K	0.23%	46
2022 Q3	$228K	Hold	1,815	–	–	0.24%	47
2022 Q2	$241K	Hold	1,815	–	–	0.25%	46
2022 Q1	$279K	Hold	1,815	–	–	0.25%	46
2021 Q4	$289K	Buy	+1,815	New	+$296K	0.27%	42

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Von Berge Wealth Management Group's MGC Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2025, closing a stake of 1,765 shares — an estimated $403K sold.

Von Berge Wealth Management Group first reported a position in MGC in Q4 2021 and held it in 15 quarters. The position peaked at $403K in Q2 2025. 493 funds tracked by Wall St. Rank hold MGC as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,765 Vanguard Morningstar Mega Cap ETF shares in Q3 2025, an estimated $403K.
Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Vanguard Morningstar Mega Cap ETF position peaked at $403K in Q2 2025.
493 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.