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

Bridge Generations 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 Q1	–	Sell	-5	Closed	-$1.26K	–	87
2025 Q4	$1.26K	Hold	5	–	–	﹤0.01%	84
2025 Q3	$1.22K	Hold	5	–	–	﹤0.01%	88
2025 Q2	$1.13K	Hold	5	–	–	﹤0.01%	84
2025 Q1	$1.01K	Hold	5	–	–	﹤0.01%	106
2024 Q4	$1.06K	Buy	+5	New	+$1.06K	﹤0.01%	70

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Bridge Generations Wealth Management's MGC Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 5 shares — an estimated $1.26K sold.

Bridge Generations Wealth Management first reported a position in MGC in Q4 2024 and held it in 5 quarters. The position peaked at $1.26K in Q4 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 5 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $1.26K.
Bridge Generations Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.26K in Q4 2025.
507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.