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

BCGM 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	$379K	Sell	1,386 -57	-4%	-$15.1K	0.08%	135
2026 Q1	$341K	Sell	1,443 -36,462	-96%	-$9.05M	0.09%	137
2025 Q4	$9.52M	Sell	37,905 -176	-0.5%	-$43.8K	2.43%	9
2025 Q3	$9.3M	Buy	38,081 +18,783	+97%	+$4.39M	2.42%	8
2025 Q2	$4.34M	Buy	19,298 +6,139	+47%	+$1.27M	1.22%	25
2025 Q1	$2.65M	Buy	+13,159	New	+$2.8M	0.81%	39
2021 Q2	–	Sell	-1,760	Closed	-$258K	–	99
2021 Q1	$258K	Sell	1,760 -2,067	-54%	-$283K	0.18%	87
2020 Q4	$535K	Buy	+3,827	New	+$484K	0.38%	48

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

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

BCGM Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4% in Q2 2026, selling an estimated $15.1K and leaving 1,386 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #135.

BCGM Wealth Management first reported a position in MGC in Q4 2020 and has held it in 8 quarters since. The position peaked at $9.52M in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

BCGM Wealth Management held 1,386 shares of Vanguard Morningstar Mega Cap ETF worth $379K as of Q2 2026.
BCGM Wealth Management sold 57 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Morningstar Mega Cap ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #135 holding.
BCGM Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2020 and has held it in 8 quarters since.
BCGM Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $9.52M in Q4 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.