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

Latitude 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
Q3 		$238K Hold
842
– – 0.07% 226
2026
Q2 		$230K Buy
+842
New +$224K 0.09% 222

Other funds holding MGC

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Latitude Advisors's MGC Position: Q3 2026 in Review

Latitude Advisors held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q3 2026 at 842 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #226.

Latitude Advisors first reported a position in MGC in Q2 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

  • Latitude Advisors held 842 shares of Vanguard Morningstar Mega Cap ETF worth $238K as of Q3 2026.
  • Latitude Advisors left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap ETF made up 0.07% of Latitude Advisors's portfolio in Q3 2026, its #226 holding.
  • Latitude Advisors first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.