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

HB 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 		$16.2M Hold
59,355
– – 0.09% 122
2026
Q1 		$14M Hold
59,355
– – 0.09% 116
2025
Q4 		$14.9M Hold
59,355
– – 0.1% 112
2025
Q3 		$14.5M Buy
59,355
+1,605
+3% +$375K 0.1% 111
2025
Q2 		$13M Hold
57,750
– – 0.1% 106
2025
Q1 		$11.6M Buy
57,750
+2,748
+5% +$585K 0.1% 115
2024
Q4 		$11.7M Buy
55,002
+147
+0.3% +$31.2K 0.12% 86
2024
Q3 		$11.3M Buy
54,855
+313
+0.6% +$62.5K 0.12% 85
2024
Q2 		$10.8M Hold
54,542
– – 0.13% 81
2024
Q1 		$10.2M Buy
54,542
+3,726
+7% +$665K 0.13% 83
2023
Q4 		$8.6M Sell
50,816
-714
-1% -$114K 0.12% 89
2023
Q3 		$7.83M Buy
51,530
+113
+0.2% +$17.8K 0.13% 85
2023
Q2 		$8.04M Buy
51,417
+178
+0.3% +$26.3K 0.13% 85
2023
Q1 		$7.33M Buy
51,239
+178
+0.3% +$24.6K 0.13% 85
2022
Q4 		$6.76M Sell
51,061
-125
-0.2% -$16.7K 0.12% 91
2022
Q3 		$6.39M Buy
51,186
+62
+0.1% +$8.61K 0.14% 79
2022
Q2 		$6.74M Hold
51,124
– – 0.14% 79
2022
Q1 		$8.13M Buy
51,124
+373
+0.7% +$58.5K 0.15% 67
2021
Q4 		$8.53M Buy
+50,751
New +$8.28M 0.17% 46

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HB Wealth Management's MGC Position: Q2 2026 in Review

HB Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 59,355 shares worth $16.2M. The position accounts for 0.09% of the portfolio, ranked #122.

HB Wealth Management first reported a position in MGC in Q4 2021 and has held it in 19 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • HB Wealth Management held 59,355 shares of Vanguard Morningstar Mega Cap ETF worth $16.2M as of Q2 2026.
  • HB Wealth Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #122 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.