Elevation Capital Advisory’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Elevation Capital Advisory’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 Q1	–	Sell	-22,375	Closed	-$5.62M	–	79
2025 Q4	$5.62M	Buy	22,375 +12,207	+120%	+$3.03M	2.3%	16
2025 Q3	$2.48M	Sell	10,168 -16,556	-62%	-$3.87M	0.99%	34
2025 Q2	$6.01M	Buy	+26,724	New	+$5.53M	2.41%	18
2024 Q3	–	Sell	-18,210	Closed	-$3.59M	–	64
2024 Q2	$3.59M	Buy	+18,210	New	+$3.43M	1.64%	24

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

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

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

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

Elevation Capital Advisory's MGC Position: Q1 2026 in Review

Elevation Capital Advisory sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 22,375 shares — an estimated $5.62M sold.

Elevation Capital Advisory first reported a position in MGC in Q2 2024 and held it in 4 quarters. The position peaked at $6.01M in Q2 2025. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Elevation Capital Advisory reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
Elevation Capital Advisory sold 22,375 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $5.62M.
Elevation Capital Advisory first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and held it in 4 quarters.
Elevation Capital Advisory's Vanguard Morningstar Mega Cap ETF position peaked at $6.01M in Q2 2025.
508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.