First Western Trust Bank’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

First Western Trust Bank’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	–	Sell	-991	Closed	-$234K	–	220
2026 Q1	$234K	Sell	991 -238	-19%	-$59.1K	0.01%	191
2025 Q4	$309K	Buy	1,229 +271	+28%	+$67.4K	0.02%	162
2025 Q3	$234K	Hold	958	–	–	0.01%	178
2025 Q2	$215K	Buy	+958	New	+$198K	0.01%	187
2025 Q1	–	Sell	-958	Closed	-$204K	–	198
2024 Q4	$204K	Sell	958 -308	-24%	-$65.5K	0.01%	194
2024 Q3	$262K	Sell	1,266 -5	-0.4%	-$998	0.01%	176
2024 Q2	$251K	Hold	1,271	–	–	0.01%	168
2024 Q1	$238K	Hold	1,271	–	–	0.01%	184
2023 Q4	$215K	Buy	+1,271	New	+$202K	0.01%	190

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Western Trust Bank's MGC Position: Q2 2026 in Review

First Western Trust Bank sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 991 shares — an estimated $234K sold.

First Western Trust Bank first reported a position in MGC in Q4 2023 and held it in 9 quarters. The position peaked at $309K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

First Western Trust Bank reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
First Western Trust Bank sold 991 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $234K.
First Western Trust Bank first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and held it in 9 quarters.
First Western Trust Bank's Vanguard Morningstar Mega Cap ETF position peaked at $309K in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.