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

Base 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 Q3	$297K	Buy	+1,052	New	+$293K	0.13%	55

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

Base Wealth Management's MGC Position: Q3 2026 in Review

Base Wealth Management opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 1,052 shares worth $297K. The stake represents 0.13% of the portfolio and ranks #55 among its holdings.

153 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Base Wealth Management held 1,052 shares of Vanguard Morningstar Mega Cap ETF worth $297K as of Q3 2026.
Vanguard Morningstar Mega Cap ETF was a new Base Wealth Management position in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 0.13% of Base Wealth Management's portfolio in Q3 2026, its #55 holding.
153 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.