HF Advisory Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

HF Advisory Group’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	$3.93M	Buy	13,934 +338	+2%	+$94.2K	1.17%	24
2026 Q2	$3.72M	Sell	13,596 -37	-0.3%	-$9.8K	1.15%	30
2026 Q1	$3.22M	Sell	13,633 -183	-1%	-$45.4K	1.1%	29
2025 Q4	$3.47M	Buy	13,816 +271	+2%	+$67.4K	1.21%	22
2025 Q3	$3.31M	Sell	13,545 -170	-1%	-$39.8K	1.21%	22
2025 Q2	$3.08M	Sell	13,715 -160	-1%	-$33.1K	1.22%	24
2025 Q1	$2.79M	Sell	13,875 -30	-0.2%	-$6.39K	1.22%	20
2024 Q4	$2.96M	Buy	13,905 +5	+0%	+$1.06K	1.36%	15
2024 Q3	$2.87M	Sell	13,900 -1,144	-8%	-$228K	1.33%	13
2024 Q2	$2.97M	Buy	15,044 +1,134	+8%	+$213K	1.53%	11
2024 Q1	$2.6M	Sell	13,910 -60	-0.4%	-$10.7K	1.45%	12
2023 Q4	$2.36M	Buy	13,970 +503	+4%	+$80K	1.51%	12
2023 Q3	$2.05M	Sell	13,467 -436	-3%	-$68.7K	1.52%	13
2023 Q2	$2.18M	Buy	13,903 +58	+0.4%	+$8.57K	1.72%	12
2023 Q1	$1.98M	Buy	13,845 +214	+2%	+$29.6K	1.76%	12
2022 Q4	$1.8M	Buy	+13,631	New	+$1.82M	1.82%	11

Other funds holding MGC

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

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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

HF Advisory Group's MGC Position: Q3 2026 in Review

HF Advisory Group increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.5% in Q3 2026, buying an estimated $94.2K and bringing the position to 13,934 shares worth $3.93M. The position accounts for 1.17% of the portfolio, ranked #24.

HF Advisory Group first reported a position in MGC in Q4 2022 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

HF Advisory Group held 13,934 shares of Vanguard Morningstar Mega Cap ETF worth $3.93M as of Q3 2026.
HF Advisory Group bought 338 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $94.2K.
Vanguard Morningstar Mega Cap ETF made up 1.17% of HF Advisory Group's portfolio in Q3 2026, its #24 holding.
HF Advisory Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2022 and has held it in 16 quarters since.
117 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.