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

Hubbell Strickland 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	$265K	Sell	969 -143	-13%	-$38K	0.1%	70
2026 Q1	$263K	Buy	1,112 +3	+0.3%	+$744	0.1%	68
2025 Q4	$278K	Buy	1,109 +1	+0.1%	+$249	0.11%	65
2025 Q3	$270K	Buy	1,108 +3	+0.3%	+$702	0.11%	67
2025 Q2	$248K	Hold	1,105	–	–	0.11%	68
2025 Q1	$222K	Buy	1,105 +3	+0.3%	+$639	0.11%	68
2024 Q4	$234K	Buy	1,102 +18	+2%	+$3.83K	0.11%	66
2024 Q3	$224K	Buy	1,084 +33	+3%	+$6.58K	0.1%	66
2024 Q2	$207K	Buy	+1,051	New	+$198K	0.1%	72
2024 Q1	–	Sell	-1,317	Closed	-$223K	–	80
2023 Q4	$223K	Buy	+1,317	New	+$209K	0.12%	66
2023 Q3	–	Sell	-1,336	Closed	-$209K	–	72
2023 Q2	$209K	Buy	+1,336	New	+$197K	0.12%	68
2022 Q2	–	Sell	-1,464	Closed	-$233K	–	61
2022 Q1	$233K	Buy	1,464 +92	+7%	+$14.4K	0.14%	59
2021 Q4	$231K	Buy	1,372 +9	+0.7%	+$1.47K	0.13%	61
2021 Q3	$208K	Hold	1,363	–	–	0.13%	65
2021 Q2	$208K	Buy	+1,363	New	+$202K	0.13%	66

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Hubbell Strickland Wealth Management's MGC Position: Q2 2026 in Review

Hubbell Strickland Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 13% in Q2 2026, selling an estimated $38K and leaving 969 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #70.

Hubbell Strickland Wealth Management first reported a position in MGC in Q2 2021 and has held it in 15 quarters since. The position peaked at $278K in Q4 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Hubbell Strickland Wealth Management held 969 shares of Vanguard Morningstar Mega Cap ETF worth $265K as of Q2 2026.
Hubbell Strickland Wealth Management sold 143 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $38K.
Vanguard Morningstar Mega Cap ETF made up 0.1% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #70 holding.
Hubbell Strickland Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2021 and has held it in 15 quarters since.
Hubbell Strickland Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $278K in Q4 2025.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.