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Financial Synergies Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Financial Synergies Wealth 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
Q2 		$573K Buy
2,094
+4
+0.2% +$1.06K 0.05% 80
2026
Q1 		$494K Sell
2,090
-39
-2% -$9.68K 0.05% 83
2025
Q4 		$535K Buy
2,129
+7
+0.3% +$1.74K 0.05% 71
2025
Q3 		$518K Buy
2,122
+2
+0.1% +$468 0.05% 64
2025
Q2 		$477K Hold
2,120
– – 0.05% 66
2025
Q1 		$427K Buy
2,120
+4
+0.2% +$852 0.05% 58
2024
Q4 		$450K Sell
2,116
-408
-16% -$86.7K 0.06% 56
2024
Q3 		$522K Sell
2,524
-52
-2% -$10.4K 0.06% 55
2024
Q2 		$508K Sell
2,576
-2
-0.1% -$376 0.07% 52
2024
Q1 		$482K Sell
2,578
-129
-5% -$23K 0.06% 54
2023
Q4 		$358K Sell
2,707
-3
-0.1% -$477 0.06% 56
2023
Q3 		$412K Buy
2,710
+8
+0.3% +$1.26K 0.06% 57
2023
Q2 		$423K Sell
2,702
-12
-0.4% -$1.77K 0.06% 56
2023
Q1 		$388K Buy
2,714
+7
+0.3% +$969 0.06% 56
2022
Q4 		$358K Buy
2,707
+19
+0.7% +$2.54K 0.06% 56
2022
Q3 		$336K Hold
2,688
– – 0.06% 56
2022
Q2 		$354K Buy
2,688
+620
+30% +$88.8K 0.06% 56
2022
Q1 		$329K Buy
2,068
+4
+0.2% +$628 0.05% 49
2021
Q4 		$347K Sell
2,064
-179
-8% -$29.2K 0.05% 55
2021
Q3 		$342K Hold
2,243
– – 0.05% 54
2021
Q2 		$342K Buy
2,243
+6
+0.3% +$887 0.05% 50
2021
Q1 		$314K Sell
2,237
-115
-5% -$15.8K 0.05% 49
2020
Q4 		$314K Sell
2,352
-31
-1% -$3.92K 0.05% 47
2020
Q3 		$286K Sell
2,383
-3,614
-60% -$426K 0.07% 52
2020
Q2 		$656K Buy
+5,997
New +$620K 0.22% 30

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 Synergies Wealth Advisors's MGC Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.19% in Q2 2026, buying an estimated $1.06K and bringing the position to 2,094 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #80.

Financial Synergies Wealth Advisors first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. The position peaked at $656K in Q2 2020. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,094 shares of Vanguard Morningstar Mega Cap ETF worth $573K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 4 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $1.06K.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Synergies Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $656K in Q2 2020.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.