Hardy Reed’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Hardy Reed’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 Q3	$2.65M	Hold	9,400	–	–	0.17%	58
2026 Q2	$2.57M	Hold	9,400	–	–	0.17%	58
2026 Q1	$2.22M	Hold	9,400	–	–	0.16%	57
2025 Q4	$2.36M	Hold	9,400	–	–	0.17%	56
2025 Q3	$2.29M	Hold	9,400	–	–	0.17%	54
2025 Q2	$2.11M	Hold	9,400	–	–	0.17%	55
2025 Q1	$1.89M	Hold	9,400	–	–	0.17%	58
2024 Q4	$2M	Hold	9,400	–	–	0.18%	55
2024 Q3	$1.94M	Hold	9,400	–	–	0.17%	58
2024 Q2	$1.85M	Buy	+9,400	New	+$1.77M	0.19%	56

Other funds holding MGC

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hardy Reed's MGC Position: Q3 2026 in Review

Hardy Reed held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 9,400 shares worth $2.65M. The position accounts for 0.17% of the portfolio, ranked #58.

Hardy Reed first reported a position in MGC in Q2 2024 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Hardy Reed held 9,400 shares of Vanguard Morningstar Mega Cap ETF worth $2.65M as of Q3 2026.
Hardy Reed left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap ETF made up 0.17% of Hardy Reed's portfolio in Q3 2026, its #58 holding.
Hardy Reed first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 10 quarters since.
311 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.