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

LongView 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 Q2	$1.31M	Hold	4,790	–	–	0.34%	68
2026 Q1	$1.21M	Sell	4,790 -59	-1%	-$14.6K	0.3%	75
2025 Q4	$1.24M	Sell	4,849 -1,113	-19%	-$277K	0.3%	74
2025 Q3	$1.46M	Sell	5,962 -628	-10%	-$147K	0.39%	58
2025 Q2	$1.48M	Hold	6,590	–	–	0.45%	51
2025 Q1	$1.33M	Sell	6,590 -97	-1%	-$20.7K	0.4%	57
2024 Q4	$1.42M	Sell	6,687 -179	-3%	-$38K	0.43%	52
2024 Q3	$1.42M	Buy	6,866 +7	+0.1%	+$1.4K	0.45%	53
2024 Q2	$1.35M	Buy	6,859 +353	+5%	+$66.4K	0.5%	47
2024 Q1	$1.22M	Buy	6,506 +78	+1%	+$13.9K	0.48%	48
2023 Q4	$1.09M	Buy	+6,428	New	+$1.02M	0.48%	48

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

LongView Wealth Management's MGC Position: Q2 2026 in Review

LongView Wealth Management held its Vanguard Morningstar Mega Cap ETF (MGC) position steady in Q2 2026 at 4,790 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #68.

LongView Wealth Management first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

LongView Wealth Management held 4,790 shares of Vanguard Morningstar Mega Cap ETF worth $1.31M as of Q2 2026.
LongView Wealth Management left its Vanguard Morningstar Mega Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap ETF made up 0.34% of LongView Wealth Management's portfolio in Q2 2026, its #68 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $1.48M in Q2 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.