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

Flagship 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	$7.71M	Buy	28,169 +8,285	+42%	+$2.2M	1.73%	17
2026 Q1	$4.47M	Sell	19,884 -6,518	-25%	-$1.62M	1.92%	14
2025 Q4	$6.63M	Buy	26,402 +2,688	+11%	+$668K	1.93%	15
2025 Q3	$5.79M	Buy	23,714 +1,309	+6%	+$306K	1.91%	17
2025 Q2	$5.04M	Sell	22,405 -2,282	-9%	-$472K	1.9%	13
2025 Q1	$4.97M	Buy	24,687 +9,766	+65%	+$2.08M	2.09%	11
2024 Q4	$3.17M	Buy	+14,921	New	+$3.17M	1.86%	15

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

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

Flagship Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 42% in Q2 2026, buying an estimated $2.2M and bringing the position to 28,169 shares worth $7.71M. The position accounts for 1.73% of the portfolio, ranked #17.

Flagship Wealth Advisors first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Flagship Wealth Advisors held 28,169 shares of Vanguard Morningstar Mega Cap ETF worth $7.71M as of Q2 2026.
Flagship Wealth Advisors bought 8,285 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.2M.
Vanguard Morningstar Mega Cap ETF made up 1.73% of Flagship Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Flagship Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.