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

Hilltop 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 		$3.23M Hold
11,818
– – 1.6% 16
2026
Q1 		$2.79M Sell
11,818
-223
-2% -$55.3K 1.67% 15
2025
Q4 		$3.02M Sell
12,041
-80
-0.7% -$19.9K 1.52% 21
2025
Q3 		$2.96M Sell
12,121
-294
-2% -$68.8K 1.54% 20
2025
Q2 		$2.79M Sell
12,415
-71
-0.6% -$14.7K 1.57% 16
2025
Q1 		$2.51M Sell
12,486
-1,149
-8% -$245K 1.42% 17
2024
Q4 		$2.9M Sell
13,635
-221
-2% -$47K 1.47% 16
2024
Q3 		$2.86M Sell
13,856
-280
-2% -$55.9K 1.34% 17
2024
Q2 		$2.79M Sell
14,136
-202
-1% -$38K 1.4% 16
2024
Q1 		$2.68M Sell
14,338
-226
-2% -$40.3K 1.37% 18
2023
Q4 		$2.47M Sell
14,564
-354
-2% -$56.3K 1.41% 17
2023
Q3 		$2.27M Sell
14,918
-92
-0.6% -$14.5K 1.75% 14
2023
Q2 		$2.35M Sell
15,010
-221
-1% -$32.7K 1.73% 13
2023
Q1 		$2.18M Sell
15,231
-374
-2% -$51.8K 1.75% 13
2022
Q4 		$2.07M Sell
15,605
-406
-3% -$54.2K 1.75% 13
2022
Q3 		$2M Sell
16,011
-88
-0.5% -$12.2K 2.05% 14
2022
Q2 		$2.12M Sell
16,099
-241
-1% -$34.5K 2.07% 11
2022
Q1 		$2.6M Sell
16,340
-11,800
-42% -$1.85M 2.21% 10
2021
Q4 		$4.73M Sell
28,140
-60
-0.2% -$9.78K 3.28% 11
2021
Q3 		$4.3M Sell
28,200
-770
-3% -$121K 3.02% 11
2021
Q2 		$4.41M Sell
28,970
-226
-0.8% -$33.4K 3.12% 11
2021
Q1 		$4.09M Sell
29,196
-1,549
-5% -$212K 3.13% 11
2020
Q4 		$4.1M Sell
30,745
-504
-2% -$63.7K 3.65% 10
2020
Q3 		$3.75M Sell
31,249
-624
-2% -$73.6K 3.79% 10
2020
Q2 		$3.49M Sell
31,873
-5,956
-16% -$616K 3.82% 10
2020
Q1 		$3.44M Buy
37,829
+2,841
+8% +$303K 4.2% 7
2019
Q4 		$3.91M Buy
+34,988
New +$3.74M 4.05% 7

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

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

Hilltop Wealth Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 11,818 shares worth $3.23M. The position accounts for 1.6% of the portfolio, ranked #16.

Hilltop Wealth Advisors first reported a position in MGC in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.73M in Q4 2021. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Hilltop Wealth Advisors held 11,818 shares of Vanguard Morningstar Mega Cap ETF worth $3.23M as of Q2 2026.
  • Hilltop Wealth Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mega Cap ETF made up 1.6% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Hilltop Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $4.73M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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