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

Empirical Wealth Management’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	$28.4M	Buy	100,650 +3,134	+3%	+$874K	0.38%	45
2026 Q2	$26.7M	Buy	97,516 +8,097	+9%	+$2.15M	0.39%	48
2026 Q1	$21.1M	Buy	89,419 +3,661	+4%	+$909K	0.37%	51
2025 Q4	$21.5M	Buy	85,758 +2,666	+3%	+$663K	0.38%	45
2025 Q3	$20.3M	Buy	83,092 +10,383	+14%	+$2.43M	0.41%	46
2025 Q2	$16.4M	Buy	72,709 +1,992	+3%	+$412K	0.37%	53
2025 Q1	$14.2M	Buy	70,717 +777	+1%	+$165K	0.37%	53
2024 Q4	$14.9M	Buy	69,940 +4,267	+6%	+$907K	0.4%	50
2024 Q3	$13.6M	Buy	65,673 +8,331	+15%	+$1.66M	0.38%	56
2024 Q2	$11.3M	Buy	57,342 +3,959	+7%	+$745K	0.34%	60
2024 Q1	$10M	Buy	53,383 +6,730	+14%	+$1.2M	0.3%	69
2023 Q4	$7.9M	Buy	46,653 +6,991	+18%	+$1.11M	0.26%	79
2023 Q3	$6.02M	Buy	39,662 +7,056	+22%	+$1.11M	0.24%	87
2023 Q2	$5.1M	Buy	32,606 +7,334	+29%	+$1.08M	0.21%	97
2023 Q1	$3.62M	Buy	25,272 +1,460	+6%	+$202K	0.16%	105
2022 Q4	$3.15M	Buy	23,812 +3,381	+17%	+$452K	0.15%	110
2022 Q3	$2.55M	Buy	20,431 +2,304	+13%	+$320K	0.13%	111
2022 Q2	$2.39M	Sell	18,127 -10,280	-36%	-$1.47M	0.13%	112
2022 Q1	$4.52M	Sell	28,407 -861	-3%	-$135K	0.23%	75
2021 Q4	$4.92M	Sell	29,268 -2,542	-8%	-$414K	0.25%	71
2021 Q3	$4.85M	Buy	31,810 +486	+2%	+$76.4K	0.28%	65
2021 Q2	$4.77M	Buy	31,324 +2,220	+8%	+$328K	0.29%	60
2021 Q1	$4.08M	Buy	29,104 +12,626	+77%	+$1.73M	0.33%	55
2020 Q4	$2.2M	Buy	16,478 +6,818	+71%	+$862K	0.17%	87
2020 Q3	$1.16M	Buy	9,660 +6,544	+210%	+$772K	0.1%	130
2020 Q2	$341K	Buy	+3,116	New	+$322K	0.03%	263

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Empirical Wealth Management's MGC Position: Q3 2026 in Review

Empirical Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 3.2% in Q3 2026, buying an estimated $874K and bringing the position to 100,650 shares worth $28.4M. The position accounts for 0.38% of the portfolio, ranked #45.

Empirical Wealth Management first reported a position in MGC in Q2 2020 and has held it in 26 quarters since. 221 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Empirical Wealth Management held 100,650 shares of Vanguard Morningstar Mega Cap ETF worth $28.4M as of Q3 2026.
Empirical Wealth Management bought 3,134 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $874K.
Vanguard Morningstar Mega Cap ETF made up 0.38% of Empirical Wealth Management's portfolio in Q3 2026, its #45 holding.
Empirical Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 26 quarters since.
221 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.