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 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

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

Armstrong Advisory Group's MGC Position: Q2 2026 in Review

Armstrong Advisory Group held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 634 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #270.

Armstrong Advisory Group first reported a position in MGC in Q3 2023 and has held it in 12 quarters since. The position peaked at $176K in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Armstrong Advisory Group held 634 shares of Vanguard Morningstar Mega Cap ETF worth $173K as of Q2 2026.
Armstrong Advisory Group left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #270 holding.
Armstrong Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2023 and has held it in 12 quarters since.
Armstrong Advisory Group's Vanguard Morningstar Mega Cap ETF position peaked at $176K in Q3 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.