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

Endeavor Private 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
Q1 		$7.18M Sell
30,391
-2,087
-6% -$518K 2.06% 10
2025
Q4 		$8.16M Buy
32,478
+854
+3% +$212K 2.34% 9
2025
Q3 		$7.74M Buy
+31,624
New +$7.4M 2.39% 11

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Endeavor Private Wealth's MGC Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 6.4% in Q1 2026, selling an estimated $518K and leaving 30,391 shares worth $7.18M. The position accounts for 2.06% of the portfolio, ranked #10.

Endeavor Private Wealth first reported a position in MGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.16M in Q4 2025. 506 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Endeavor Private Wealth held 30,391 shares of Vanguard Morningstar Mega Cap ETF worth $7.18M as of Q1 2026.
  • Endeavor Private Wealth sold 2,087 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $518K.
  • Vanguard Morningstar Mega Cap ETF made up 2.06% of Endeavor Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's Vanguard Morningstar Mega Cap ETF position peaked at $8.16M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.