Eagle Strategies’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Eagle Strategies’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	$2.55M	Buy	9,033 +306	+4%	+$85.3K	0.25%	85
2026 Q2	$2.39M	Buy	8,727 +206	+2%	+$54.7K	0.24%	84
2026 Q1	$2.01M	Sell	8,521 -950	-10%	-$236K	0.24%	84
2025 Q4	$2.38M	Sell	9,471 -431	-4%	-$107K	0.3%	74
2025 Q3	$2.42M	Buy	9,902 +1,312	+15%	+$307K	0.32%	72
2025 Q2	$1.93M	Buy	8,590 +741	+9%	+$153K	0.29%	74
2025 Q1	$1.58M	Buy	7,849 +1,901	+32%	+$405K	0.27%	75
2024 Q4	$1.26M	Buy	+5,948	New	+$1.26M	0.22%	85
2024 Q2	–	Sell	-7,711	Closed	-$1.44M	–	286
2024 Q1	$1.44M	Buy	+7,711	New	+$1.38M	0.32%	78

Other funds holding MGC

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Eagle Strategies's MGC Position: Q3 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.5% in Q3 2026, buying an estimated $85.3K and bringing the position to 9,033 shares worth $2.55M. The position accounts for 0.25% of the portfolio, ranked #85.

Eagle Strategies first reported a position in MGC in Q1 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Eagle Strategies held 9,033 shares of Vanguard Morningstar Mega Cap ETF worth $2.55M as of Q3 2026.
Eagle Strategies bought 306 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $85.3K.
Vanguard Morningstar Mega Cap ETF made up 0.25% of Eagle Strategies's portfolio in Q3 2026, its #85 holding.
Eagle Strategies first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.