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Farther Finance Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Farther Finance Advisors’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 		$530K Buy
1,876
+29
+2% +$8.09K ﹤0.01% 1541
2026
Q2 		$505K Sell
1,847
-151
-8% -$40.1K ﹤0.01% 1554
2026
Q1 		$476K Sell
1,998
-201
-9% -$49.9K ﹤0.01% 1428
2025
Q4 		$552K Buy
2,199
+1,198
+120% +$298K 0.01% 1235
2025
Q3 		$244K Sell
1,001
-3,944
-80% -$922K ﹤0.01% 1501
2025
Q2 		$1.11M Buy
4,945
+388
+9% +$80.3K 0.02% 552
2025
Q1 		$922K Buy
+4,557
New +$970K 0.02% 539
2024
Q4 		– Sell
-35,214
Closed -$7.28M – 4094
2024
Q3 		$7.28M Buy
35,214
+67
+0.2% +$13.4K 0.27% 74
2024
Q2 		$6.97M Sell
35,147
-2,080
-6% -$391K 0.34% 53
2024
Q1 		$6.95M Sell
37,227
-3,278
-8% -$585K 0.42% 42
2023
Q4 		$6.86M Buy
+40,505
New +$6.44M 0.49% 37
2023
Q2 		– Sell
-172
Closed -$24.6K – 2537
2023
Q1 		$24.6K Hold
172
– – 0.01% 837
2022
Q4 		$22.8K Buy
+172
New +$23K 0.01% 693

Other funds holding MGC

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Farther Finance Advisors's MGC Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.6% in Q3 2026, buying an estimated $8.09K and bringing the position to 1,876 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Farther Finance Advisors first reported a position in MGC in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.28M in Q3 2024. 26 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Farther Finance Advisors held 1,876 shares of Vanguard Morningstar Mega Cap ETF worth $530K as of Q3 2026.
  • Farther Finance Advisors bought 29 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $8.09K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1541 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • Farther Finance Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $7.28M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.