GC Wealth Management RIA’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

GC Wealth Management RIA’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	$391K	Sell	1,430 -1,232	-46%	-$327K	0.02%	373
2026 Q1	$629K	Sell	2,662 -296	-10%	-$73.5K	0.03%	306
2025 Q4	$743K	Sell	2,958 -152	-5%	-$37.8K	0.03%	284
2025 Q3	$759K	Buy	3,110 +1,064	+52%	+$249K	0.03%	417
2025 Q2	$460K	Sell	2,046 -304	-13%	-$62.9K	0.04%	343
2025 Q1	$473K	Buy	+2,350	New	+$500K	0.09%	187

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GC Wealth Management RIA's MGC Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 46% in Q2 2026, selling an estimated $327K and leaving 1,430 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #373.

GC Wealth Management RIA first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $759K in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

GC Wealth Management RIA held 1,430 shares of Vanguard Morningstar Mega Cap ETF worth $391K as of Q2 2026.
GC Wealth Management RIA sold 1,232 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $327K.
Vanguard Morningstar Mega Cap ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #373 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Mega Cap ETF position peaked at $759K in Q3 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.