3Chopt Investment Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

3Chopt Investment Partners’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	$1.84M	Hold	6,725	–	–	0.35%	63
2026 Q1	$1.59M	Hold	6,725	–	–	0.36%	63
2025 Q4	$1.69M	Hold	6,725	–	–	0.38%	64
2025 Q3	$1.65M	Hold	6,725	–	–	0.37%	62
2025 Q2	$1.52M	Hold	6,725	–	–	0.36%	64
2025 Q1	$1.35M	Buy	+6,725	New	+$1.43M	0.35%	69
2024 Q3	–	Sell	-6,725	Closed	-$1.33M	–	139
2024 Q2	$1.33M	Buy	+6,725	New	+$1.26M	0.41%	58
2024 Q1	–	Sell	-6,725	Closed	-$1.14M	–	126
2023 Q4	$1.14M	Buy	+6,725	New	+$1.07M	0.42%	62

Other funds holding MGC

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LIM

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

3Chopt Investment Partners's MGC Position: Q2 2026 in Review

3Chopt Investment Partners held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 6,725 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #63.

3Chopt Investment Partners first reported a position in MGC in Q4 2023 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

3Chopt Investment Partners held 6,725 shares of Vanguard Morningstar Mega Cap ETF worth $1.84M as of Q2 2026.
3Chopt Investment Partners left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.35% of 3Chopt Investment Partners's portfolio in Q2 2026, its #63 holding.
3Chopt Investment Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 8 quarters since.
338 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.