JFS Wealth Advisors’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

JFS Wealth 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	$173K	Sell	631 -485	-43%	-$129K	0.01%	353
2026 Q1	$264K	Sell	1,116 -4,232	-79%	-$1.05M	0.01%	289
2025 Q4	$1.34M	Hold	5,348	–	–	0.08%	142
2025 Q3	$1.31M	Sell	5,348 -85	-2%	-$19.9K	0.08%	148
2025 Q2	$1.22M	Sell	5,433 -210	-4%	-$43.5K	0.08%	139
2025 Q1	$1.14M	Buy	5,643 +991	+21%	+$211K	0.08%	137
2024 Q4	$989K	Buy	4,652 +173	+4%	+$36.8K	0.07%	140
2024 Q3	$926K	Buy	4,479 +38	+0.9%	+$7.58K	0.06%	152
2024 Q2	$876K	Buy	4,441 +1,518	+52%	+$286K	0.07%	120
2024 Q1	$546K	Buy	2,923 +1,209	+71%	+$216K	0.04%	153
2023 Q4	$290K	Buy	+1,714	New	+$273K	0.02%	193

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

JFS Wealth Advisors's MGC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 43% in Q2 2026, selling an estimated $129K and leaving 631 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #353.

JFS Wealth Advisors first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

JFS Wealth Advisors held 631 shares of Vanguard Morningstar Mega Cap ETF worth $173K as of Q2 2026.
JFS Wealth Advisors sold 485 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $129K.
Vanguard Morningstar Mega Cap ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #353 holding.
JFS Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's Vanguard Morningstar Mega Cap ETF position peaked at $1.34M in Q4 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.