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Crux Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Crux Wealth Advisors’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
Q2 		$380K Buy
1,387
+2
+0.1% +$531 0.13% 140
2026
Q1 		$327K Buy
1,385
+2
+0.1% +$496 0.13% 139
2025
Q4 		$347K Buy
1,383
+4
+0.3% +$994 0.13% 131
2025
Q3 		$337K Sell
1,379
-21
-2% -$4.91K 0.13% 134
2025
Q2 		$315K Buy
1,400
+23
+2% +$4.76K 0.13% 137
2025
Q1 		$277K Sell
1,377
-89
-6% -$19K 0.14% 148
2024
Q4 		$312K Buy
+1,466
New +$312K 0.17% 125

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Crux Wealth Advisors's MGC Position: Q2 2026 in Review

Crux Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.14% in Q2 2026, buying an estimated $531 and bringing the position to 1,387 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #140.

Crux Wealth Advisors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Crux Wealth Advisors held 1,387 shares of Vanguard Morningstar Mega Cap ETF worth $380K as of Q2 2026.
  • Crux Wealth Advisors bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
  • Vanguard Morningstar Mega Cap ETF made up 0.13% of Crux Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Crux Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.