Client 1st Advisory Group
MGC icon

Client 1st Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Client 1st Advisory Group’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 		$620K Buy
2,196
+1
+0% +$279 0.16% 67
2026
Q2 		$601K Sell
2,195
-106
-5% -$28.2K 0.16% 73
2026
Q1 		$544K Buy
2,301
+1
+0% +$248 0.17% 70
2025
Q4 		$578K Buy
2,300
+2
+0.1% +$497 0.18% 66
2025
Q3 		$561K Sell
2,298
-128
-5% -$29.9K 0.19% 65
2025
Q2 		$546K Sell
2,426
-5
-0.2% -$1.04K 0.2% 62
2025
Q1 		$490K Sell
2,431
-45
-2% -$9.6K 0.19% 66
2024
Q4 		$526K Sell
2,476
-320
-11% -$68K 0.2% 64
2024
Q3 		$578K Sell
2,796
-12
-0.4% -$2.39K 0.23% 53
2024
Q2 		$554K Sell
2,808
-20
-0.7% -$3.76K 0.24% 52
2024
Q1 		$528K Sell
2,828
-56
-2% -$10K 0.24% 52
2023
Q4 		$488K Buy
2,884
+2
+0.1% +$318 0.24% 58
2023
Q3 		$438K Buy
2,882
+2
+0.1% +$315 0.23% 58
2023
Q2 		$451K Sell
2,880
-210
-7% -$31K 0.24% 56
2023
Q1 		$442K Sell
3,090
-68
-2% -$9.41K 0.24% 54
2022
Q4 		$418K Buy
3,158
+7
+0.2% +$935 0.24% 52
2022
Q3 		$393K Hold
3,151
– – 0.24% 49
2022
Q2 		$415K Sell
3,151
-29
-0.9% -$4.15K 0.25% 45
2022
Q1 		$506K Buy
3,180
+2
+0.1% +$314 0.25% 47
2021
Q4 		$534K Buy
3,178
+6
+0.2% +$978 0.26% 45
2021
Q3 		$483K Sell
3,172
-307
-9% -$48.2K 0.25% 46
2021
Q2 		$530K Sell
3,479
-287
-8% -$42.4K 0.27% 40
2021
Q1 		$528K Sell
3,766
-163
-4% -$22.3K 0.3% 39
2020
Q4 		$525K Sell
3,929
-118
-3% -$14.9K 0.34% 33
2020
Q3 		$512K Sell
4,047
-781
-16% -$92.2K 0.36% 33
2020
Q2 		$553K Sell
4,828
-6,941
-59% -$718K 0.46% 30
2020
Q1 		$1.07M Buy
+11,769
New +$1.26M 1.13% 21

Other funds holding MGC

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forvis Mazars Wealth Advisors
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
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Client 1st Advisory Group's MGC Position: Q3 2026 in Review

Client 1st Advisory Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.05% in Q3 2026, buying an estimated $279 and bringing the position to 2,196 shares worth $620K. The position accounts for 0.16% of the portfolio, ranked #67.

Client 1st Advisory Group first reported a position in MGC in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2020. 127 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Client 1st Advisory Group held 2,196 shares of Vanguard Morningstar Mega Cap ETF worth $620K as of Q3 2026.
  • Client 1st Advisory Group bought 1 Vanguard Morningstar Mega Cap ETF share in Q3 2026, an estimated $279.
  • Vanguard Morningstar Mega Cap ETF made up 0.16% of Client 1st Advisory Group's portfolio in Q3 2026, its #67 holding.
  • Client 1st Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Client 1st Advisory Group's Vanguard Morningstar Mega Cap ETF position peaked at $1.07M in Q1 2020.
  • 127 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.