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

HHM 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
2025 Q4	–	Sell	-33	Closed	-$8.05K	–	875
2025 Q3	$8.05K	Buy	+33	New	+$7.72K	﹤0.01%	667
2024 Q4	–	Sell	-210	Closed	-$43.4K	–	1034
2024 Q3	$43.4K	Hold	210	–	–	0.01%	360
2024 Q2	$41.4K	Hold	210	–	–	0.01%	363
2024 Q1	$39.2K	Hold	210	–	–	0.01%	329
2023 Q4	$35.5K	Hold	210	–	–	0.01%	336
2023 Q3	$31.9K	Hold	210	–	–	0.01%	335
2023 Q2	$32.9K	Hold	210	–	–	0.01%	350
2023 Q1	$30.1K	Hold	210	–	–	0.01%	355
2022 Q4	$27.8K	Hold	210	–	–	0.01%	323
2022 Q3	$26K	Hold	210	–	–	0.01%	317
2022 Q2	$28K	Hold	210	–	–	0.01%	369
2022 Q1	$33K	Hold	210	–	–	0.01%	364
2021 Q4	$35K	Hold	210	–	–	0.01%	352
2021 Q3	$32K	Hold	210	–	–	0.01%	353
2021 Q2	$32K	Hold	210	–	–	0.01%	345
2021 Q1	$29K	Buy	+210	New	+$28.8K	0.01%	338

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HHM Wealth Advisors's MGC Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Vanguard Morningstar Mega Cap ETF (MGC) in Q4 2025, closing a stake of 33 shares — an estimated $8.05K sold.

HHM Wealth Advisors first reported a position in MGC in Q1 2021 and held it in 16 quarters. The position peaked at $43.4K in Q3 2024. 525 funds tracked by Wall St. Rank hold MGC as of Q4 2025.

HHM Wealth Advisors reported no remaining Vanguard Morningstar Mega Cap ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 33 Vanguard Morningstar Mega Cap ETF shares in Q4 2025, an estimated $8.05K.
HHM Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2021 and held it in 16 quarters.
HHM Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $43.4K in Q3 2024.
525 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.