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Rothwell Investment Advisors, LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Rothwell Investment Advisors, 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 		$18.9K Buy
+67
New +$18.7K 0.01% 643

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LPL Financial
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Procyon Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MGC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 67 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 67 shares of Vanguard Morningstar Mega Cap ETF worth $18.9K as of Q3 2026.
  • Vanguard Morningstar Mega Cap ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #643 holding.
  • 310 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.