HWM
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
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

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HRC Wealth Management's MGC Position: Q2 2026 in Review

HRC Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.06% in Q2 2026, buying an estimated $531 and bringing the position to 3,428 shares worth $938K. The position accounts for 0.38% of the portfolio, ranked #25.

HRC Wealth Management first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • HRC Wealth Management held 3,428 shares of Vanguard Morningstar Mega Cap ETF worth $938K as of Q2 2026.
  • HRC Wealth Management bought 2 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $531.
  • Vanguard Morningstar Mega Cap ETF made up 0.38% of HRC Wealth Management's portfolio in Q2 2026, its #25 holding.
  • HRC Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.