Golden State Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Golden State Wealth Management’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	$43.8K	Hold	160	–	–	﹤0.01%	758
2026 Q1	$37.8K	Sell	160 -460	-74%	-$114K	﹤0.01%	753
2025 Q4	$156K	Buy	620 +2	+0.3%	+$497	0.02%	424
2025 Q3	$151K	Buy	618 +1	+0.2%	+$234	0.02%	426
2025 Q2	$139K	Buy	617 +457	+286%	+$94.6K	0.02%	415
2025 Q1	$32.2K	Buy	160 +25	+19%	+$5.32K	﹤0.01%	690
2024 Q4	$28.7K	Buy	+135	New	+$28.7K	﹤0.01%	682
2020 Q2	–	Sell	-540	Closed	-$49K	–	663
2020 Q1	$49K	Buy	+540	New	+$57.6K	0.02%	365
2019 Q4	–	Sell	-540	Closed	-$56K	–	588
2019 Q3	$56K	Hold	540	–	–	0.02%	399
2019 Q2	$54K	Hold	540	–	–	0.02%	439
2019 Q1	$53K	Buy	+540	New	+$50.8K	0.02%	424

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

Golden State Wealth Management's MGC Position: Q2 2026 in Review

Golden State Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 160 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Golden State Wealth Management first reported a position in MGC in Q1 2019 and has held it in 11 quarters since. The position peaked at $156K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Golden State Wealth Management held 160 shares of Vanguard Morningstar Mega Cap ETF worth $43.8K as of Q2 2026.
Golden State Wealth Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #758 holding.
Golden State Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $156K in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.