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1900 Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

1900 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
2026
Q2 		$4.14M Buy
15,130
+2
+0% +$531 0.23% 60
2026
Q1 		$3.58M Buy
15,128
+3
+0% +$744 0.23% 60
2025
Q4 		$3.8M Buy
15,125
+4
+0% +$994 0.24% 57
2025
Q3 		$3.69M Sell
15,121
-373
-2% -$87.2K 0.25% 54
2025
Q2 		$3.48M Sell
15,494
-72
-0.5% -$14.9K 0.26% 54
2025
Q1 		$3.13M Buy
15,566
+3
+0% +$639 0.26% 56
2024
Q4 		$3.31M Sell
15,563
-97
-0.6% -$20.6K 0.28% 55
2024
Q3 		$3.24M Buy
15,660
+104
+0.7% +$20.8K 0.28% 57
2024
Q2 		$3.07M Sell
15,556
-27
-0.2% -$5.08K 0.29% 57
2024
Q1 		$2.91M Sell
15,583
-17
-0.1% -$3.03K 0.27% 67
2023
Q4 		$2.64M Sell
15,600
-69
-0.4% -$11K 0.24% 77
2023
Q3 		$2.38M Sell
15,669
-462
-3% -$72.8K 0.24% 82
2023
Q2 		$2.52M Sell
16,131
-444
-3% -$65.6K 0.26% 75
2023
Q1 		$2.2M Hold
16,575
– – 0.24% 76
2022
Q4 		$2.19M Sell
16,575
-726
-4% -$97K 0.24% 76
2022
Q3 		$2.16M Sell
17,301
-534
-3% -$74.1K 0.25% 76
2022
Q2 		$2.35M Sell
17,835
-5,395
-23% -$772K 0.26% 75
2022
Q1 		$3.69M Sell
23,230
-25,069
-52% -$3.93M 0.35% 57
2021
Q4 		$8.12M Sell
48,299
-8,179
-14% -$1.33M 0.73% 33
2021
Q3 		$8.61M Buy
56,478
+23,079
+69% +$3.63M 0.84% 28
2021
Q2 		$5.09M Sell
33,399
-1,503
-4% -$222K 0.49% 47
2021
Q1 		$4.89K Sell
34,902
-28,741
-45% -$3.94M 0.37% 41
2020
Q4 		$8.49M Buy
+63,643
New +$8.05M 0.99% 24

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

1900 Wealth Management's MGC Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.01% in Q2 2026, buying an estimated $531 and bringing the position to 15,130 shares worth $4.14M. The position accounts for 0.23% of the portfolio, ranked #60.

1900 Wealth Management first reported a position in MGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.61M in Q3 2021. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • 1900 Wealth Management held 15,130 shares of Vanguard Morningstar Mega Cap ETF worth $4.14M as of Q2 2026.
  • 1900 Wealth Management bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
  • Vanguard Morningstar Mega Cap ETF made up 0.23% of 1900 Wealth Management's portfolio in Q2 2026, its #60 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $8.61M in Q3 2021.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.