Accurate Wealth Management
MGC icon

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

Accurate 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
Q3 		$596K Sell
2,076
-83
-4% -$23.1K 0.05% 342
2026
Q2 		$598K Buy
2,159
+110
+5% +$29.2K 0.06% 311
2026
Q1 		$507K Buy
2,049
+47
+2% +$11.7K 0.06% 312
2025
Q4 		$510K Buy
2,002
+89
+5% +$22.1K 0.06% 297
2025
Q3 		$465K Buy
1,913
+104
+6% +$24.3K 0.06% 305
2025
Q2 		$411K Hold
1,809
– – 0.06% 295
2025
Q1 		$350K Buy
1,809
+85
+5% +$18.1K 0.07% 254
2024
Q4 		$363K Sell
1,724
-6
-0.3% -$1.28K 0.07% 255
2024
Q3 		$361K Sell
1,730
-69
-4% -$13.8K 0.07% 257
2024
Q2 		$366K Buy
1,799
+6
+0.3% +$1.13K 0.09% 205
2024
Q1 		$318K Sell
1,793
-16
-0.9% -$2.85K 0.09% 200
2023
Q4 		$308K Sell
1,809
-273
-13% -$43.4K 0.1% 196
2023
Q3 		$323K Sell
2,082
-2,152
-51% -$339K 0.1% 185
2023
Q2 		$671K Sell
4,234
-12,151
-74% -$1.8M 0.21% 105
2023
Q1 		$2.35M Buy
16,385
+12,244
+296% +$1.7M 0.81% 22
2022
Q4 		$559K Sell
4,141
-6,623
-62% -$885K 0.21% 91
2022
Q3 		$1.66M Sell
10,764
-1,323
-11% -$184K 0.69% 37
2022
Q2 		$1.64M Sell
12,087
-2,131
-15% -$305K 0.89% 21
2022
Q1 		$2.26M Buy
14,218
+7,477
+111% +$1.17M 1.01% 15
2021
Q4 		$1.07M Hold
6,741
– – 0.87% 19
2021
Q3 		$1.05M Buy
6,741
+1,039
+18% +$163K 0.92% 20
2021
Q2 		$869K Buy
+5,702
New +$843K 0.76% 25

Other funds holding MGC

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 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

Accurate Wealth Management's MGC Position: Q3 2026 in Review

Accurate Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.8% in Q3 2026, selling an estimated $23.1K and leaving 2,076 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #342.

Accurate Wealth Management first reported a position in MGC in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.35M in Q1 2023. 352 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Accurate Wealth Management held 2,076 shares of Vanguard Morningstar Mega Cap ETF worth $596K as of Q3 2026.
  • Accurate Wealth Management sold 83 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $23.1K.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #342 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $2.35M in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.