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Heritage Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Heritage Wealth Advisors’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 		$96K Hold
351
– – ﹤0.01% 269
2026
Q1 		$83K Sell
351
-115
-25% -$28.5K ﹤0.01% 271
2025
Q4 		$117K Sell
466
-60
-11% -$14.9K ﹤0.01% 256
2025
Q3 		$128K Hold
526
– – 0.01% 234
2025
Q2 		$118K Hold
526
– – 0.01% 233
2025
Q1 		$106K Buy
+526
New +$112K 0.01% 238

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

Heritage Wealth Advisors's MGC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 351 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Heritage Wealth Advisors first reported a position in MGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $128K in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Heritage Wealth Advisors held 351 shares of Vanguard Morningstar Mega Cap ETF worth $96K as of Q2 2026.
  • Heritage Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $128K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.