Western Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Western Wealth 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
2024 Q4	–	Sell	-1,117	Closed	-$231K	–	776
2024 Q3	$231K	Hold	1,117	–	–	0.01%	677
2024 Q2	$220K	Hold	1,117	–	–	0.02%	602
2024 Q1	$209K	Buy	+1,117	New	+$199K	0.02%	616
2022 Q4	–	Sell	-2,227	Closed	-$278K	–	727
2022 Q3	$278K	Hold	2,227	–	–	0.02%	654
2022 Q2	$294K	Buy	2,227 +1	+0%	+$143	0.02%	621
2022 Q1	$354K	Buy	+2,226	New	+$349K	0.02%	620
2020 Q4	–	Sell	-1,679	Closed	-$201K	–	483
2020 Q3	$201K	Buy	+1,679	New	+$198K	0.03%	415
2019 Q3	–	Sell	-2,079	Closed	-$211K	–	407
2019 Q2	$211K	Hold	2,079	–	–	0.03%	377
2019 Q1	$203K	Buy	+2,079	New	+$196K	0.05%	363

Other funds holding MGC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WCWM

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

LIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Western Wealth Management's MGC Position: Q4 2024 in Review

Western Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2024, closing a stake of 1,117 shares — an estimated $231K sold.

Western Wealth Management first reported a position in MGC in Q1 2019 and held it in 9 quarters. The position peaked at $354K in Q1 2022. 460 funds tracked by Wall St. Rank hold MGC as of Q4 2024.

Western Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 1,117 Vanguard Morningstar Mega Cap ETF shares in Q4 2024, an estimated $231K.
Western Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2019 and held it in 9 quarters.
Western Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $354K in Q1 2022.
460 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.