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

Kingswood 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 		$785K Buy
2,868
+25
+0.9% +$6.64K 0.03% 479
2026
Q1 		$672K Buy
+2,843
New +$706K 0.03% 473
2024
Q4 		– Sell
-3,503
Closed -$724K – 863
2024
Q3 		$724K Buy
+3,503
New +$699K 0.05% 362

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

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

Kingswood Wealth Advisors increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.88% in Q2 2026, buying an estimated $6.64K and bringing the position to 2,868 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #479.

Kingswood Wealth Advisors first reported a position in MGC in Q3 2024 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Kingswood Wealth Advisors held 2,868 shares of Vanguard Morningstar Mega Cap ETF worth $785K as of Q2 2026.
  • Kingswood Wealth Advisors bought 25 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $6.64K.
  • Vanguard Morningstar Mega Cap ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.