Armstrong Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Armstrong Advisory Group’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	$167K	Sell	590 -44	-7%	-$12.3K	0.01%	267
2026 Q2	$173K	Hold	634	–	–	0.01%	270
2026 Q1	$150K	Hold	634	–	–	0.01%	267
2025 Q4	$159K	Sell	634 -86	-12%	-$21.4K	0.01%	253
2025 Q3	$176K	Hold	720	–	–	0.01%	231
2025 Q2	$162K	Hold	720	–	–	0.01%	230
2025 Q1	$153K	Hold	720	–	–	0.01%	220
2024 Q4	$153K	Hold	720	–	–	0.01%	220
2024 Q3	$149K	Hold	720	–	–	0.01%	220
2024 Q2	$142K	Hold	720	–	–	0.01%	219
2024 Q1	$122K	Hold	720	–	–	0.01%	225
2023 Q4	$122K	Hold	720	–	–	0.01%	225
2023 Q3	$109K	Buy	+720	New	+$113K	0.01%	222

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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

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

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

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

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Armstrong Advisory Group's MGC Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 6.9% in Q3 2026, selling an estimated $12.3K and leaving 590 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #267.

Armstrong Advisory Group first reported a position in MGC in Q3 2023 and has held it in 13 quarters since. The position peaked at $176K in Q3 2025. 129 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Armstrong Advisory Group held 590 shares of Vanguard Morningstar Mega Cap ETF worth $167K as of Q3 2026.
Armstrong Advisory Group sold 44 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $12.3K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #267 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 13 quarters since.
Armstrong Advisory Group's Vanguard Morningstar Mega Cap ETF position peaked at $176K in Q3 2025.
129 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.