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

Curio 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 Q2	–	Sell	-881	Closed	-$208K	–	716
2026 Q1	$208K	Sell	881 -20	-2%	-$4.96K	0.07%	73
2025 Q4	$229K	Sell	901 -39	-4%	-$9.7K	0.08%	72
2025 Q3	$229K	Hold	940	–	–	0.09%	63
2025 Q2	$211K	Buy	940 +932	+11,650%	+$193K	0.09%	71
2025 Q1	$214K	Sell	8 -998	-99%	-$213K	0.11%	67
2024 Q4	$214K	Buy	+1,006	New	+$214K	0.12%	61

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

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

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

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

Curio Wealth's MGC Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 881 shares — an estimated $208K sold.

Curio Wealth first reported a position in MGC in Q4 2024 and held it in 6 quarters. The position peaked at $229K in Q3 2025. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Curio Wealth reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 881 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $208K.
Curio Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Vanguard Morningstar Mega Cap ETF position peaked at $229K in Q3 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.