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HBW Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

HBW Advisory Services’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 		$888K Buy
3,247
+142
+5% +$37.7K 0.08% 214
2026
Q1 		$734K Buy
3,105
+93
+3% +$23.1K 0.08% 230
2025
Q4 		$756K Buy
3,012
+285
+10% +$70.8K 0.08% 221
2025
Q3 		$666K Buy
2,727
+289
+12% +$67.6K 0.07% 228
2025
Q2 		$548K Buy
2,438
+221
+10% +$45.7K 0.07% 229
2025
Q1 		$446K Sell
2,217
-199
-8% -$42.4K 0.06% 227
2024
Q4 		$514K Sell
2,416
-5,679
-70% -$1.21M 0.05% 200
2024
Q3 		$1.67M Sell
8,095
-4,128
-34% -$824K 0.24% 96
2024
Q2 		$2.41M Sell
12,223
-2,951
-19% -$555K 0.4% 81
2024
Q1 		$2.57M Hold
15,174
– – 0.48% 62
2023
Q4 		$2.57M Buy
15,174
+4,575
+43% +$727K 0.48% 62
2023
Q3 		$1.61M Sell
10,599
-3,910
-27% -$616K 0.34% 91
2023
Q2 		$2.27M Buy
14,509
+2,659
+22% +$393K 0.49% 56
2023
Q1 		$1.7M Sell
11,850
-114
-1% -$15.8K 0.42% 63
2022
Q4 		$1.58M Buy
11,964
+68
+0.6% +$9.08K 0.42% 70
2022
Q3 		$1.49M Buy
11,896
+122
+1% +$16.9K 0.41% 71
2022
Q2 		$1.55M Buy
11,774
+321
+3% +$46K 0.4% 70
2022
Q1 		$1.82M Sell
11,453
-1,905
-14% -$299K 0.64% 50
2021
Q4 		$2.25M Buy
13,358
+35
+0.3% +$5.71K 0.52% 60
2021
Q3 		$2.03M Sell
13,323
-1,439
-10% -$226K 0.53% 61
2021
Q2 		$2.25M Sell
14,762
-477
-3% -$70.5K 0.59% 57
2021
Q1 		$2.14M Sell
15,239
-107
-0.7% -$14.7K 0.57% 62
2020
Q4 		$2.05M Buy
15,346
+510
+3% +$64.5K 0.62% 61
2020
Q3 		$1.78M Buy
+14,836
New +$1.75M 0.73% 55

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HBW Advisory Services's MGC Position: Q2 2026 in Review

HBW Advisory Services increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.6% in Q2 2026, buying an estimated $37.7K and bringing the position to 3,247 shares worth $888K. The position accounts for 0.08% of the portfolio, ranked #214.

HBW Advisory Services first reported a position in MGC in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.57M in Q1 2024. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • HBW Advisory Services held 3,247 shares of Vanguard Morningstar Mega Cap ETF worth $888K as of Q2 2026.
  • HBW Advisory Services bought 142 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $37.7K.
  • Vanguard Morningstar Mega Cap ETF made up 0.08% of HBW Advisory Services's portfolio in Q2 2026, its #214 holding.
  • HBW Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • HBW Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $2.57M in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.