Gen-Wealth Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Gen-Wealth Partners’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	$6.84K	Hold	25	–	–	﹤0.01%	577
2026 Q1	$5.91K	Hold	25	–	–	﹤0.01%	582
2025 Q4	$6.28K	Hold	25	–	–	﹤0.01%	557
2025 Q3	$6.1K	Hold	25	–	–	﹤0.01%	555
2025 Q2	$5.62K	Hold	25	–	–	﹤0.01%	516
2025 Q1	$5.04K	Hold	25	–	–	﹤0.01%	496
2024 Q4	$5.32K	Hold	25	–	–	﹤0.01%	522
2024 Q3	$5.23K	Buy	+25	New	+$4.99K	﹤0.01%	538

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

Gen-Wealth Partners's MGC Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 25 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Gen-Wealth Partners first reported a position in MGC in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Gen-Wealth Partners held 25 shares of Vanguard Morningstar Mega Cap ETF worth $6.84K as of Q2 2026.
Gen-Wealth Partners left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #577 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 8 quarters since.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.