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Whitegate Investment Counselors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Whitegate Investment Counselors’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
-1,355
Closed -$331K – 69
2025
Q3 		$331K Hold
1,355
– – 0.11% 52
2025
Q2 		$305K Hold
1,355
– – 0.1% 55
2025
Q1 		$273K Buy
+1,355
New +$289K 0.1% 56

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return

Whitegate Investment Counselors's MGC Position: Q4 2025 in Review

Whitegate Investment Counselors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 1,355 shares — an estimated $331K sold.

Whitegate Investment Counselors first reported a position in MGC in Q1 2025 and held it in 3 quarters. The position peaked at $331K in Q3 2025. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

  • Whitegate Investment Counselors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Whitegate Investment Counselors sold 1,355 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $331K.
  • Whitegate Investment Counselors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and held it in 3 quarters.
  • Whitegate Investment Counselors's Vanguard Morningstar Mega Cap ETF position peaked at $331K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on Whitegate Investment Counselors's 13F filing for Q4 2025, filed 10 Feb 2026.