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Fortress Financial Solutions’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Fortress Financial Solutions’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
Q1 		$2.55M Buy
10,787
+224
+2% +$55.6K 2.66% 12
2025
Q4 		$2.65M Buy
10,563
+458
+5% +$114K 2.71% 12
2025
Q3 		$2.47M Buy
10,105
+970
+11% +$227K 2.69% 12
2025
Q2 		$2.05M Sell
9,135
-18
-0.2% -$3.73K 2.58% 11
2025
Q1 		$1.84M Buy
9,153
+110
+1% +$23.4K 2.67% 11
2024
Q4 		$1.92M Buy
+9,043
New +$1.92M 2.74% 11

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Fortress Financial Solutions's MGC Position: Q1 2026 in Review

Fortress Financial Solutions increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.1% in Q1 2026, buying an estimated $55.6K and bringing the position to 10,787 shares worth $2.55M. The position accounts for 2.66% of the portfolio, ranked #12.

Fortress Financial Solutions first reported a position in MGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2025. 508 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Fortress Financial Solutions held 10,787 shares of Vanguard Morningstar Mega Cap ETF worth $2.55M as of Q1 2026.
  • Fortress Financial Solutions bought 224 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $55.6K.
  • Vanguard Morningstar Mega Cap ETF made up 2.66% of Fortress Financial Solutions's portfolio in Q1 2026, its #12 holding.
  • Fortress Financial Solutions first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Solutions's Vanguard Morningstar Mega Cap ETF position peaked at $2.65M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.