Arkadios Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Arkadios Wealth Advisors’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	$443K	Sell	1,619 -40	-2%	-$10.6K	0.01%	1190
2026 Q1	$392K	Buy	+1,659	New	+$412K	0.01%	1222
2021 Q4	–	Sell	-190	Closed	-$29K	–	1292
2021 Q3	$29K	Hold	190	–	–	﹤0.01%	1077
2021 Q2	$29K	Sell	190 -235	-55%	-$34.8K	﹤0.01%	1134
2021 Q1	$59K	Buy	425 +206	+94%	+$28.2K	0.01%	647
2020 Q4	$29K	Buy	+219	New	+$27.7K	0.01%	663

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Arkadios Wealth Advisors's MGC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.4% in Q2 2026, selling an estimated $10.6K and leaving 1,619 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #1190.

Arkadios Wealth Advisors first reported a position in MGC in Q4 2020 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Arkadios Wealth Advisors held 1,619 shares of Vanguard Morningstar Mega Cap ETF worth $443K as of Q2 2026.
Arkadios Wealth Advisors sold 40 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $10.6K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1190 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 6 quarters since.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.