Golden State Equity Partners’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Golden State Equity 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	–	Sell	-2,327	Closed	-$550K	–	1168
2026 Q1	$550K	Buy	2,327 +1,238	+114%	+$307K	0.04%	427
2025 Q4	$274K	Hold	1,089	–	–	0.04%	418
2025 Q3	$266K	Buy	1,089 +67	+7%	+$15.7K	0.04%	375
2025 Q2	$230K	Hold	1,022	–	–	0.04%	392
2025 Q1	$206K	Hold	1,022	–	–	0.04%	408
2024 Q4	$217K	Buy	+1,022	New	+$217K	0.04%	397
2024 Q3	–	Sell	-1,142	Closed	-$225K	–	870
2024 Q2	$225K	Buy	+1,142	New	+$215K	0.05%	369

Other funds holding MGC

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Golden State Equity Partners's MGC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026, closing a stake of 2,327 shares — an estimated $550K sold.

Golden State Equity Partners first reported a position in MGC in Q2 2024 and held it in 7 quarters. The position peaked at $550K in Q1 2026. 321 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,327 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $550K.
Golden State Equity Partners first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and held it in 7 quarters.
Golden State Equity Partners's Vanguard Morningstar Mega Cap ETF position peaked at $550K in Q1 2026.
321 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.