GAFA
MGC icon

Garton & Associates Financial Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-193
Closed -$48.5K – 460
2025
Q4 		$48.5K Buy
+193
New +$48K 0.03% 388

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

Garton & Associates Financial Advisors's MGC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q1 2026, closing a stake of 193 shares — an estimated $48.5K sold.

Garton & Associates Financial Advisors first reported a position in MGC in Q4 2025 and held it in 1 quarter. The position peaked at $48.5K in Q4 2025. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 193 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $48.5K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $48.5K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.