Box Hill Private Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Box Hill 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 Q3	$427K	Buy	1,511 +3	+0.2%	+$836	0.31%	48
2026 Q2	$413K	Buy	1,508 +4	+0.3%	+$1.06K	0.33%	44
2026 Q1	$355K	Buy	+1,504	New	+$373K	0.35%	43

Other funds holding MGC

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Box Hill Private Wealth's MGC Position: Q3 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.2% in Q3 2026, buying an estimated $836 and bringing the position to 1,511 shares worth $427K. The position accounts for 0.31% of the portfolio, ranked #48.

Box Hill Private Wealth first reported a position in MGC in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Box Hill Private Wealth held 1,511 shares of Vanguard Morningstar Mega Cap ETF worth $427K as of Q3 2026.
Box Hill Private Wealth bought 3 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $836.
Vanguard Morningstar Mega Cap ETF made up 0.31% of Box Hill Private Wealth's portfolio in Q3 2026, its #48 holding.
Box Hill Private Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.