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

Maridea 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	$581K	Sell	2,124 -96	-4%	-$25.5K	0.06%	271
2026 Q1	$525K	Sell	2,220 -727	-25%	-$180K	0.08%	244
2025 Q4	$740K	Sell	2,947 -391	-12%	-$97.2K	0.11%	185
2025 Q3	$823K	Buy	3,338 +65	+2%	+$15.2K	0.13%	158
2025 Q2	$736K	Buy	3,273 +618	+23%	+$128K	0.19%	103
2025 Q1	$535K	Sell	2,655 -559	-17%	-$119K	0.17%	114
2024 Q4	$683K	Buy	+3,214	New	+$683K	0.22%	79

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

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

Maridea Wealth Management reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 4.3% in Q2 2026, selling an estimated $25.5K and leaving 2,124 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #271.

Maridea Wealth Management first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q3 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Maridea Wealth Management held 2,124 shares of Vanguard Morningstar Mega Cap ETF worth $581K as of Q2 2026.
Maridea Wealth Management sold 96 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $25.5K.
Vanguard Morningstar Mega Cap ETF made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #271 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Vanguard Morningstar Mega Cap ETF position peaked at $823K in Q3 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.