Benchmark Financial’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Benchmark Financial’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	$2.71M	Buy	+9,613	New	+$2.68M	2.08%	13

Other funds holding MGC

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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CCM

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

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

FAI

Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return

Benchmark Financial's MGC Position: Q3 2026 in Review

Benchmark Financial opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q3 2026: 9,613 shares worth $2.71M. The stake represents 2.08% of the portfolio and ranks #13 among its holdings.

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

Benchmark Financial held 9,613 shares of Vanguard Morningstar Mega Cap ETF worth $2.71M as of Q3 2026.
Vanguard Morningstar Mega Cap ETF was a new Benchmark Financial position in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 2.08% of Benchmark Financial's portfolio in Q3 2026, its #13 holding.
97 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.