J.W. Cole Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

J.W. Cole Advisors’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	$224K	Buy	+819	New	+$218K	﹤0.01%	1449
2025 Q4	–	Sell	-1,064	Closed	-$260K	–	1552
2025 Q3	$260K	Buy	1,064 +91	+9%	+$21.3K	0.01%	1296
2025 Q2	$219K	Buy	+973	New	+$201K	﹤0.01%	1317
2021 Q4	–	Sell	-21,407	Closed	-$4.16M	–	869
2021 Q3	$4.16M	Buy	+21,407	New	+$3.36M	0.3%	58

Other funds holding MGC

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

J.W. Cole Advisors's MGC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Morningstar Mega Cap ETF (MGC) in Q2 2026: 819 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MGC as recently as Q3 2025.

J.W. Cole Advisors first reported a position in MGC in Q3 2021 and has held it in 4 quarters since. The position peaked at $4.16M in Q3 2021. 235 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

J.W. Cole Advisors held 819 shares of Vanguard Morningstar Mega Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Mega Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1449 holding.
J.W. Cole Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2021 and has held it in 4 quarters since.
J.W. Cole Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $4.16M in Q3 2021.
235 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.