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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
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

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

Forvis Mazars Wealth Advisors's MGC Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.2% in Q2 2026, selling an estimated $558K and leaving 173,309 shares worth $47.4M. The position accounts for 0.79% of the portfolio, ranked #20.

Forvis Mazars Wealth Advisors first reported a position in MGC in Q2 2020 and has held it in 25 quarters since. The position peaked at $59.3M in Q3 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 173,309 shares of Vanguard Morningstar Mega Cap ETF worth $47.4M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 2,102 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $558K.
  • Vanguard Morningstar Mega Cap ETF made up 0.79% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $59.3M in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.