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

Ashton Thomas 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 Q2	$539K	Buy	1,968 +406	+26%	+$108K	0.01%	758
2026 Q1	$369K	Hold	1,562	–	–	0.01%	810
2025 Q4	$392K	Hold	1,562	–	–	0.01%	735
2025 Q3	$382K	Hold	1,562	–	–	0.01%	706
2025 Q2	$352K	Hold	1,562	–	–	0.01%	646
2025 Q1	$315K	Buy	+1,562	New	+$333K	0.01%	646
2024 Q3	–	Sell	-118	Closed	-$23.3K	–	1337
2024 Q2	$23.3K	Buy	+118	New	+$22.2K	﹤0.01%	1116

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

Ashton Thomas Private Wealth's MGC Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 26% in Q2 2026, buying an estimated $108K and bringing the position to 1,968 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #758.

Ashton Thomas Private Wealth first reported a position in MGC in Q2 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Ashton Thomas Private Wealth held 1,968 shares of Vanguard Morningstar Mega Cap ETF worth $539K as of Q2 2026.
Ashton Thomas Private Wealth bought 406 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #758 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.