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

Jackson 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
Q1 		$4.45M Buy
18,811
+454
+2% +$113K 0.46% 49
2025
Q4 		$4.61M Sell
18,357
-163
-0.9% -$40.5K 0.45% 51
2025
Q3 		$4.52M Buy
18,520
+36
+0.2% +$8.42K 0.45% 53
2025
Q2 		$4.16M Sell
18,484
-236
-1% -$48.8K 0.45% 53
2025
Q1 		$3.77M Sell
18,720
-153
-0.8% -$32.6K 0.46% 56
2024
Q4 		$4.01M Buy
18,873
+77
+0.4% +$16.4K 0.46% 54
2024
Q3 		$3.88M Buy
18,796
+8,870
+89% +$1.77M 0.46% 56
2024
Q2 		$1.96M Sell
9,926
-8,789
-47% -$1.65M 0.42% 58
2024
Q1 		$3.5M Buy
18,715
+187
+1% +$33.4K 0.44% 56
2023
Q4 		$3.14M Sell
18,528
-449
-2% -$71.4K 0.41% 57
2023
Q3 		$2.88M Buy
18,977
+1,570
+9% +$247K 0.41% 58
2023
Q2 		$2.72M Buy
+17,407
New +$2.57M 0.4% 55
2022
Q4 		– Sell
-20,297
Closed -$2.53M – 90
2022
Q3 		$2.53M Buy
20,297
+9,136
+82% +$1.27M 0.5% 50
2022
Q2 		$1.47M Sell
11,161
-10,495
-48% -$1.5M 0.68% 38
2022
Q1 		$3.44M Sell
21,656
-5,620
-21% -$882K 0.48% 51
2021
Q4 		$4.58M Sell
27,276
-655
-2% -$107K 0.58% 48
2021
Q3 		$20K Sell
27,931
-3,020
-10% -$475K 0.24% 57
2021
Q2 		$4.71M Sell
30,951
-872
-3% -$129K 0.6% 46
2021
Q1 		$4.46M Sell
31,823
-1,426
-4% -$195K 0.67% 44
2020
Q4 		$4.44M Sell
33,249
-3,123
-9% -$395K 0.61% 43
2020
Q3 		$4.36M Buy
36,372
+3,775
+12% +$445K 0.65% 40
2020
Q2 		$3.57M Buy
+32,597
New +$3.37M 0.63% 40

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Jackson Wealth Management's MGC Position: Q1 2026 in Review

Jackson Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 2.5% in Q1 2026, buying an estimated $113K and bringing the position to 18,811 shares worth $4.45M. The position accounts for 0.46% of the portfolio, ranked #49.

Jackson Wealth Management first reported a position in MGC in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.71M in Q2 2021. 507 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Jackson Wealth Management held 18,811 shares of Vanguard Morningstar Mega Cap ETF worth $4.45M as of Q1 2026.
  • Jackson Wealth Management bought 454 Vanguard Morningstar Mega Cap ETF shares in Q1 2026, an estimated $113K.
  • Vanguard Morningstar Mega Cap ETF made up 0.46% of Jackson Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Jackson Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2020 and has held it in 22 quarters since.
  • Jackson Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $4.71M in Q2 2021.
  • 507 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.