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Clune & Associates’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Clune & Associates’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 		$368K Hold
1,303
– – 0.06% 127
2026
Q2 		$357K Sell
1,303
-2
-0.2% -$531 0.05% 135
2026
Q1 		$308K Hold
1,305
– – 0.06% 138
2025
Q4 		$328K Buy
+1,305
New +$324K 0.07% 129
2025
Q3 		– Sell
-1,305
Closed -$293K – 161
2025
Q2 		$293K Buy
+1,305
New +$270K 0.08% 123

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
CCM
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
RFS
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
TWM
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

Clune & Associates's MGC Position: Q3 2026 in Review

Clune & Associates held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 1,303 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #127.

Clune & Associates first reported a position in MGC in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Clune & Associates held 1,303 shares of Vanguard Morningstar Mega Cap ETF worth $368K as of Q3 2026.
  • Clune & Associates left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #127 holding.
  • Clune & Associates first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.