Forvis Mazars Wealth Advisors
MGC icon

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

Forvis Mazars 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
Q3 		$49.1M Buy
173,749
+440
+0.3% +$123K 0.81% 21
2026
Q2 		$47.4M Sell
173,309
-2,102
-1% -$558K 0.79% 20
2026
Q1 		$41.5M Sell
175,411
-12,745
-7% -$3.16M 0.79% 21
2025
Q4 		$47.3M Sell
188,156
-5,064
-3% -$1.26M 0.89% 19
2025
Q3 		$47.2M Sell
193,220
-4,661
-2% -$1.09M 0.94% 19
2025
Q2 		$44.5M Sell
197,881
-2,851
-1% -$590K 0.96% 18
2025
Q1 		$40.4M Sell
200,732
-29,455
-13% -$6.27M 0.97% 17
2024
Q4 		$49M Sell
230,187
-56,614
-20% -$12M 1.13% 15
2024
Q3 		$59.3M Sell
286,801
-4,581
-2% -$914K 1.36% 13
2024
Q2 		$57.5M Sell
291,382
-19,197
-6% -$3.61M 1.43% 13
2024
Q1 		$58M Sell
310,579
-2,981
-1% -$532K 1.47% 13
2023
Q4 		$53.1M Buy
313,560
+2,005
+0.6% +$319K 1.48% 13
2023
Q3 		$47.3M Sell
311,555
-2,602
-0.8% -$410K 1.43% 14
2023
Q2 		$49.2M Sell
314,157
-1,747
-0.6% -$258K 1.44% 11
2023
Q1 		$45.2M Buy
315,904
+110,273
+54% +$15.3M 1.48% 11
2022
Q4 		$27.2M Buy
205,631
+2,178
+1% +$291K 0.95% 19
2022
Q3 		$25.4M Sell
203,453
-16,297
-7% -$2.26M 1.03% 15
2022
Q2 		$29M Buy
219,750
+21,390
+11% +$3.06M 1.17% 12
2022
Q1 		$31.5M Sell
198,360
-4,185
-2% -$657K 1.34% 9
2021
Q4 		$34M Buy
202,545
+11,724
+6% +$1.91M 1.43% 8
2021
Q3 		$29.1M Buy
190,821
+30,034
+19% +$4.72M 1.34% 10
2021
Q2 		$24.5M Buy
160,787
+11,848
+8% +$1.75M 1.14% 15
2021
Q1 		$20.9M Buy
148,939
+19,559
+15% +$2.68M 1.04% 16
2020
Q4 		$17.3M Buy
129,380
+8,133
+7% +$1.03M 0.86% 19
2020
Q3 		$14.5M Buy
121,247
+40,157
+50% +$4.74M 0.85% 20
2020
Q2 		$8.88M Buy
+81,090
New +$8.39M 0.57% 23

Other funds holding MGC

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MGC Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.25% in Q3 2026, buying an estimated $123K and bringing the position to 173,749 shares worth $49.1M. The position accounts for 0.81% of the portfolio, ranked #21.

Forvis Mazars Wealth Advisors first reported a position in MGC in Q2 2020 and has held it in 26 quarters since. The position peaked at $59.3M in Q3 2024. 221 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 173,749 shares of Vanguard Morningstar Mega Cap ETF worth $49.1M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 440 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $123K.
  • Vanguard Morningstar Mega Cap ETF made up 0.81% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $59.3M in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.