DK
MGC icon

David Kennon’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

David Kennon’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 		$4.61M Buy
16,345
+177
+1% +$49.4K 1.53% 15
2026
Q2 		$4.42M Sell
16,168
-165
-1% -$43.8K 1.46% 15
2026
Q1 		$3.86M Buy
16,333
+4,386
+37% +$1.09M 1.38% 17
2025
Q4 		$3M Buy
11,947
+103
+0.9% +$25.6K 1.07% 21
2025
Q3 		$2.89M Sell
11,844
-89
-0.7% -$20.8K 1.04% 21
2025
Q2 		$2.68M Buy
11,933
+82
+0.7% +$17K 1% 21
2025
Q1 		$2.39M Sell
11,851
-275
-2% -$58.6K 0.95% 22
2024
Q4 		$2.58M Buy
12,126
+42
+0.3% +$8.93K 1.02% 22
2024
Q3 		$2.5M Sell
12,084
-148
-1% -$29.5K 0.98% 22
2024
Q2 		$2.41M Buy
12,232
+289
+2% +$54.4K 1.01% 22
2024
Q1 		$2.23M Sell
11,943
-8,668
-42% -$1.55M 0.95% 22
2023
Q4 		$3.49M Sell
20,611
-554
-3% -$88.1K 1.56% 20
2023
Q3 		$3.21M Buy
21,165
+1,065
+5% +$168K 1.54% 19
2023
Q2 		$3.14M Buy
20,100
+693
+4% +$102K 1.46% 19
2023
Q1 		$2.78M Buy
19,407
+42
+0.2% +$5.81K 1.36% 20
2022
Q4 		$2.56M Sell
19,365
-1,394
-7% -$186K 1.33% 14
2022
Q3 		$2.59M Buy
+20,759
New +$2.88M 1.42% 14

Other funds holding MGC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 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
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

David Kennon's MGC Position: Q3 2026 in Review

David Kennon increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q3 2026, buying an estimated $49.4K and bringing the position to 16,345 shares worth $4.61M. The position accounts for 1.53% of the portfolio, ranked #15.

David Kennon first reported a position in MGC in Q3 2022 and has held it in 17 quarters since. 54 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • David Kennon held 16,345 shares of Vanguard Morningstar Mega Cap ETF worth $4.61M as of Q3 2026.
  • David Kennon bought 177 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $49.4K.
  • Vanguard Morningstar Mega Cap ETF made up 1.53% of David Kennon's portfolio in Q3 2026, its #15 holding.
  • David Kennon first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • 54 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.