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

IHT 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 		$971K Sell
3,550
-375
-10% -$99.6K 0.02% 612
2026
Q1 		$928K Sell
3,925
-170
-4% -$42.2K 0.02% 600
2025
Q4 		$1.03M Sell
4,095
-1,584
-28% -$394K 0.03% 538
2025
Q3 		$1.39M Sell
5,679
-65
-1% -$15.2K 0.04% 437
2025
Q2 		$1.29M Buy
5,744
+100
+2% +$20.7K 0.04% 429
2025
Q1 		$1.14M Sell
5,644
-65
-1% -$13.8K 0.04% 437
2024
Q4 		$1.21M Sell
5,709
-634
-10% -$135K 0.04% 392
2024
Q3 		$1.31M Buy
6,343
+917
+17% +$183K 0.04% 429
2024
Q2 		$1.07M Buy
5,426
+132
+2% +$24.8K 0.04% 418
2024
Q1 		$989K Sell
5,294
-29
-0.5% -$5.17K 0.04% 427
2023
Q4 		$901K Buy
5,323
+1,206
+29% +$192K 0.04% 418
2023
Q3 		$625K Buy
4,117
+992
+32% +$156K 0.03% 479
2023
Q2 		$489K Buy
3,125
+267
+9% +$39.5K 0.03% 546
2023
Q1 		$409K Sell
2,858
-723
-20% -$100K 0.02% 577
2022
Q4 		$474K Buy
3,581
+604
+20% +$80.7K 0.03% 507
2022
Q3 		$372K Buy
2,977
+132
+5% +$18.3K 0.03% 541
2022
Q2 		$375K Sell
2,845
-134
-4% -$19.2K 0.03% 462
2022
Q1 		$474K Sell
2,979
-698
-19% -$110K 0.04% 425
2021
Q4 		$618K Sell
3,677
-48
-1% -$7.83K 0.05% 377
2021
Q3 		$568K Buy
+3,725
New +$585K 0.05% 384
2021
Q1 		– Sell
-2,585
Closed -$345K – 856
2020
Q4 		$345K Buy
2,585
+12
+0.5% +$1.52K 0.03% 516
2020
Q3 		$309K Buy
2,573
+8
+0.3% +$944 0.03% 471
2020
Q2 		$281K Buy
2,565
+10
+0.4% +$1.03K 0.04% 430
2020
Q1 		$232K Buy
2,555
+13
+0.5% +$1.39K 0.03% 454
2019
Q4 		$284K Buy
2,542
+24
+1% +$2.56K 0.03% 460
2019
Q3 		$260K Buy
2,518
+12
+0.5% +$1.23K 0.04% 462
2019
Q2 		$254K Sell
2,506
-9
-0.4% -$896 0.04% 435
2019
Q1 		$246K Buy
2,515
+12
+0.5% +$1.13K 0.04% 409
2018
Q4 		$217K Buy
2,503
+27
+1% +$2.52K 0.04% 405
2018
Q3 		$249K Buy
2,476
+11
+0.4% +$1.08K 0.05% 359
2018
Q2 		$230K Sell
2,465
-53
-2% -$4.93K 0.06% 353
2018
Q1 		$223K Sell
2,518
-304
-11% -$28.6K 0.06% 329
2017
Q4 		$266K Buy
2,822
+2,782
+6,955% +$249K 0.07% 304
2017
Q3 		$3K Hold
40
– – ﹤0.01% 1164
2017
Q2 		$6K Buy
+40
New +$3.28K ﹤0.01% 1071

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

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

IHT Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 9.6% in Q2 2026, selling an estimated $99.6K and leaving 3,550 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #612.

IHT Wealth Management first reported a position in MGC in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.39M in Q3 2025. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • IHT Wealth Management held 3,550 shares of Vanguard Morningstar Mega Cap ETF worth $971K as of Q2 2026.
  • IHT Wealth Management sold 375 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $99.6K.
  • Vanguard Morningstar Mega Cap ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #612 holding.
  • IHT Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2017 and has held it in 35 quarters since.
  • IHT Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.39M in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

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