STACKSTONE WEALTH, LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$11.6M	Buy	+41,102	New	+$11.5M	1.14%	22

Other funds holding MGC

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MGC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 41,102 shares worth $11.6M. The stake represents 1.14% of the portfolio and ranks #22 among its holdings.

109 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

STACKSTONE WEALTH, LLC held 41,102 shares of Vanguard Morningstar Mega Cap ETF worth $11.6M as of Q3 2026.
Vanguard Morningstar Mega Cap ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 1.14% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #22 holding.
109 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.