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Financial Freedom LLC’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Financial Freedom LLC’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
Q2 		$2.73M Sell
9,959
-160
-2% -$42.5K 1.25% 24
2026
Q1 		$2.39M Buy
10,119
+991
+11% +$246K 1.19% 26
2025
Q4 		$2.29M Sell
9,128
-761
-8% -$189K 1.14% 29
2025
Q3 		$2.41M Sell
9,889
-308
-3% -$72K 1.2% 25
2025
Q2 		$2.29M Buy
10,197
+60
+0.6% +$12.4K 1.24% 23
2025
Q1 		$2.04M Buy
10,137
+46
+0.5% +$9.8K 1.17% 23
2024
Q4 		$2.15M Buy
10,091
+784
+8% +$167K 1.13% 26
2024
Q3 		$1.92M Buy
9,307
+496
+6% +$99K 1.02% 29
2024
Q2 		$1.74M Buy
8,811
+561
+7% +$106K 0.99% 27
2024
Q1 		$1.54M Buy
8,250
+627
+8% +$112K 0.91% 27
2023
Q4 		$1.29M Sell
7,623
-102
-1% -$16.2K 0.82% 30
2023
Q3 		$1.17M Sell
7,725
-87
-1% -$13.7K 0.83% 27
2023
Q2 		$1.22M Buy
7,812
+248
+3% +$36.6K 0.86% 24
2023
Q1 		$1.08M Buy
7,564
+16
+0.2% +$2.21K 0.79% 26
2022
Q4 		$999K Buy
+7,548
New +$1.01M 0.67% 25

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Financial Freedom LLC's MGC Position: Q2 2026 in Review

Financial Freedom LLC reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.6% in Q2 2026, selling an estimated $42.5K and leaving 9,959 shares worth $2.73M. The position accounts for 1.25% of the portfolio, ranked #24.

Financial Freedom LLC first reported a position in MGC in Q4 2022 and has held it in 15 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Financial Freedom LLC held 9,959 shares of Vanguard Morningstar Mega Cap ETF worth $2.73M as of Q2 2026.
  • Financial Freedom LLC sold 160 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $42.5K.
  • Vanguard Morningstar Mega Cap ETF made up 1.25% of Financial Freedom LLC's portfolio in Q2 2026, its #24 holding.
  • Financial Freedom LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.