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

FSM 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 		$239K Hold
873
– – 0.03% 306
2026
Q1 		$206K Buy
873
+63
+8% +$15.6K 0.03% 308
2025
Q4 		$203K Buy
+810
New +$201K 0.03% 300

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

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

FSM Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 873 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #306.

FSM Wealth Advisors first reported a position in MGC in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • FSM Wealth Advisors held 873 shares of Vanguard Morningstar Mega Cap ETF worth $239K as of Q2 2026.
  • FSM Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.