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

Apollon 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 Q2	$491K	Buy	1,794 +288	+19%	+$76.5K	0.01%	1029
2026 Q1	$356K	Buy	1,506 +4	+0.3%	+$993	0.01%	1028
2025 Q4	$377K	Sell	1,502 -114	-7%	-$28.3K	0.01%	956
2025 Q3	$394K	Buy	1,616 +2	+0.1%	+$468	0.01%	929
2025 Q2	$363K	Buy	1,614 +87	+6%	+$18K	0.01%	935
2025 Q1	$308K	Buy	1,527 +309	+25%	+$65.8K	0.01%	948
2024 Q4	$259K	Buy	+1,218	New	+$259K	0.01%	998
2023 Q3	–	Sell	-2,479	Closed	-$388K	–	960
2023 Q2	$388K	Buy	+2,479	New	+$366K	0.02%	675

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Apollon Wealth Management's MGC Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 19% in Q2 2026, buying an estimated $76.5K and bringing the position to 1,794 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1029.

Apollon Wealth Management first reported a position in MGC in Q2 2023 and has held it in 8 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Apollon Wealth Management held 1,794 shares of Vanguard Morningstar Mega Cap ETF worth $491K as of Q2 2026.
Apollon Wealth Management bought 288 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $76.5K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1029 holding.
Apollon Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2023 and has held it in 8 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.