Acima Private Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Acima Private Wealth’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	$59.3K	Hold	210	–	–	0.02%	139
2026 Q2	$57.5K	Hold	210	–	–	0.02%	139
2026 Q1	$49.6K	Hold	210	–	–	0.02%	145
2025 Q4	$52.7K	Hold	210	–	–	0.02%	140
2025 Q3	$51.3K	Hold	210	–	–	0.02%	145
2025 Q2	$47.2K	Hold	210	–	–	0.02%	149
2025 Q1	$42.3K	Hold	210	–	–	0.02%	153
2024 Q4	$44.7K	Hold	210	–	–	0.02%	155
2024 Q3	$43.4K	Hold	210	–	–	0.01%	155
2024 Q2	$41.4K	Hold	210	–	–	0.02%	154
2024 Q1	$39.2K	Sell	210 -28	-12%	-$4.99K	0.01%	159
2023 Q4	$40.3K	Buy	+238	New	+$37.8K	0.02%	168

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

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

BEAM

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

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

Acima Private Wealth's MGC Position: Q3 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 210 shares worth $59.3K. The position accounts for 0.02% of the portfolio, ranked #139.

Acima Private Wealth first reported a position in MGC in Q4 2023 and has held it in 12 quarters since. 73 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Acima Private Wealth held 210 shares of Vanguard Morningstar Mega Cap ETF worth $59.3K as of Q3 2026.
Acima Private Wealth left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 0.02% of Acima Private Wealth's portfolio in Q3 2026, its #139 holding.
Acima Private Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 12 quarters since.
73 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.