HRC Wealth Management
MGC icon

HRC Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

HRC Wealth Management’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 		$970K Buy
3,436
+8
+0.2% +$2.23K 0.39% 24
2026
Q2 		$938K Buy
3,428
+2
+0.1% +$531 0.38% 25
2026
Q1 		$810K Buy
3,426
+23
+0.7% +$5.71K 0.38% 26
2025
Q4 		$855K Buy
3,403
+16
+0.5% +$3.98K 0.41% 22
2025
Q3 		$827K Buy
3,387
+182
+6% +$42.6K 0.4% 21
2025
Q2 		$721K Hold
3,205
– – 0.38% 22
2025
Q1 		$645K Buy
3,205
+704
+28% +$150K 0.4% 22
2024
Q4 		$532K Buy
2,501
+963
+63% +$205K 0.32% 27
2024
Q3 		$318K Buy
1,538
+10
+0.7% +$2K 0.21% 33
2024
Q2 		$302K Hold
1,528
– – 0.21% 32
2024
Q1 		$286K Buy
1,528
+270
+21% +$48.2K 0.21% 34
2023
Q4 		$213K Buy
+1,258
New +$200K 0.18% 25

Other funds holding MGC

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

HRC Wealth Management's MGC Position: Q3 2026 in Review

HRC Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.23% in Q3 2026, buying an estimated $2.23K and bringing the position to 3,436 shares worth $970K. The position accounts for 0.39% of the portfolio, ranked #24.

HRC Wealth Management first reported a position in MGC in Q4 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • HRC Wealth Management held 3,436 shares of Vanguard Morningstar Mega Cap ETF worth $970K as of Q3 2026.
  • HRC Wealth Management bought 8 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $2.23K.
  • Vanguard Morningstar Mega Cap ETF made up 0.39% of HRC Wealth Management's portfolio in Q3 2026, its #24 holding.
  • HRC Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.