BWM
MGC icon

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

BAM 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 		$585K Sell
2,138
-30
-1% -$7.97K 0.37% 76
2026
Q1 		$512K Sell
2,168
-130
-6% -$32.3K 0.38% 71
2025
Q4 		$577K Sell
2,298
-1,006
-30% -$250K 0.42% 65
2025
Q3 		$806K Buy
+3,304
New +$773K 0.62% 43

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BAM Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.4% in Q2 2026, selling an estimated $7.97K and leaving 2,138 shares worth $585K. The position accounts for 0.37% of the portfolio, ranked #76.

BAM Wealth Management first reported a position in MGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $806K in Q3 2025. 315 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • BAM Wealth Management held 2,138 shares of Vanguard Morningstar Mega Cap ETF worth $585K as of Q2 2026.
  • BAM Wealth Management sold 30 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $7.97K.
  • Vanguard Morningstar Mega Cap ETF made up 0.37% of BAM Wealth Management's portfolio in Q2 2026, its #76 holding.
  • BAM Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $806K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.