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 Q3	$2.79M	Sell	9,877 -82	-0.8%	-$22.9K	1.28%	23
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%	+$2.22K	0.79%	26
2022 Q4	$999K	Buy	+7,548	New	+$1.01M	0.67%	25

Other funds holding MGC

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 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

Financial Freedom LLC's MGC Position: Q3 2026 in Review

Financial Freedom LLC reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.82% in Q3 2026, selling an estimated $22.9K and leaving 9,877 shares worth $2.79M. The position accounts for 1.28% of the portfolio, ranked #23.

Financial Freedom LLC first reported a position in MGC in Q4 2022 and has held it in 16 quarters since. 352 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Financial Freedom LLC held 9,877 shares of Vanguard Morningstar Mega Cap ETF worth $2.79M as of Q3 2026.
Financial Freedom LLC sold 82 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $22.9K.
Vanguard Morningstar Mega Cap ETF made up 1.28% of Financial Freedom LLC's portfolio in Q3 2026, its #23 holding.
Financial Freedom LLC first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 16 quarters since.
352 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.