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

Institute for 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 		$350K Sell
1,280
-8
-0.6% -$2.13K 0.03% 400
2026
Q1 		$304K Buy
1,288
+44
+4% +$10.9K 0.03% 421
2025
Q4 		$313K Buy
1,244
+94
+8% +$23.4K 0.03% 423
2025
Q3 		$281K Buy
1,150
+3
+0.3% +$702 0.03% 468
2025
Q2 		$258K Sell
1,147
-50
-4% -$10.3K 0.03% 475
2025
Q1 		$241K Buy
1,197
+2
+0.2% +$426 0.03% 468
2024
Q4 		$254K Buy
1,195
+42
+4% +$8.93K 0.03% 437
2024
Q3 		$238K Buy
1,153
+72
+7% +$14.4K 0.03% 477
2024
Q2 		$213K Sell
1,081
-794
-42% -$149K 0.03% 465
2024
Q1 		$350K Sell
1,875
-168
-8% -$30K 0.05% 356
2023
Q4 		$346K Buy
2,043
+84
+4% +$13.4K 0.06% 343
2023
Q3 		$298K Sell
1,959
-5
-0.3% -$787 0.05% 349
2023
Q2 		$307K Buy
1,964
+307
+19% +$45.4K 0.05% 360
2023
Q1 		$237K Buy
+1,657
New +$229K 0.05% 401
2022
Q1 		– Sell
-1,350
Closed -$227K – 556
2021
Q4 		$227K Sell
1,350
-100
-7% -$16.3K 0.04% 443
2021
Q3 		$221K Buy
+1,450
New +$228K 0.04% 444

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

Institute for Wealth Management's MGC Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.62% in Q2 2026, selling an estimated $2.13K and leaving 1,280 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #400.

Institute for Wealth Management first reported a position in MGC in Q3 2021 and has held it in 16 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Institute for Wealth Management held 1,280 shares of Vanguard Morningstar Mega Cap ETF worth $350K as of Q2 2026.
  • Institute for Wealth Management sold 8 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $2.13K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Institute for Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 16 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.