MW
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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
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

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

Maia Wealth's MGC Position: Q2 2026 in Review

Maia Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.23% in Q2 2026, buying an estimated $797 and bringing the position to 1,292 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #265.

Maia Wealth first reported a position in MGC in Q2 2024 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Maia Wealth held 1,292 shares of Vanguard Morningstar Mega Cap ETF worth $354K as of Q2 2026.
  • Maia Wealth bought 3 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $797.
  • Vanguard Morningstar Mega Cap ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #265 holding.
  • Maia Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.