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

Maia Wealth’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	$366K	Buy	1,295 +3	+0.2%	+$836	0.05%	248
2026 Q2	$354K	Buy	1,292 +3	+0.2%	+$797	0.05%	265
2026 Q1	$305K	Buy	1,289 +3	+0.2%	+$744	0.05%	288
2025 Q4	$319K	Buy	1,286 +3	+0.2%	+$746	0.05%	270
2025 Q3	$322K	Buy	1,283 +6	+0.5%	+$1.4K	0.05%	267
2025 Q2	$287K	Hold	1,277	–	–	0.05%	262
2025 Q1	$249K	Buy	1,277 +4	+0.3%	+$852	0.06%	259
2024 Q4	$276K	Buy	1,273 +3	+0.2%	+$638	0.06%	242
2024 Q3	$265K	Buy	1,270 +13	+1%	+$2.59K	0.07%	209
2024 Q2	$256K	Buy	+1,257	New	+$236K	0.08%	181

Other funds holding MGC

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Maia Wealth's MGC Position: Q3 2026 in Review

Maia Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.23% in Q3 2026, buying an estimated $836 and bringing the position to 1,295 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #248.

Maia Wealth first reported a position in MGC in Q2 2024 and has held it in 10 quarters since. 473 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Maia Wealth held 1,295 shares of Vanguard Morningstar Mega Cap ETF worth $366K as of Q3 2026.
Maia Wealth bought 3 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $836.
Vanguard Morningstar Mega Cap ETF made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #248 holding.
Maia Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 10 quarters since.
473 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.